SiteMax Systems

Kelly Shee

Josan Garcia

Shahvir Patell

Initial setup of Teams, Company Settings, management of Project Settings and Admin control

Admin Setup

Navigating Dashboard - Web

Add Tags, update your Start/End dates, adjust your Geo-fence, etc., to multiple projects at once.

Bulk Editing Projects in Dashboard

Project Tags

Two-Factor Authentication - Web

Getting Started

This article explains the steps to add new users to SiteMax

Users - Adding & Inviting New Users to SiteMax

Primary numbers, authentication codes, external contact numbers, and number types.

Users - Understanding User and Contact Phone Numbers

Apply and edit user title, block and unblock users, assigning users to crews, etc.

Users - Managing Users

Assigning and Editing titles to users through Team.

Users - Applying & Editing Titles

Assigning, Updating, and Understanding Permissions

Users - Applying & Managing Permissions

Adding, viewing, editing, renewing, archiving, and filtering records within the Records tab of the Team module

Users - Adding & Managing Records

Contact Groups, Project Crews and Adding Users to Crews

Team - Understanding and Creating Crews/Contact Groups

Team

Company Contacts vs. Project Contacts, Creating contacts

Understanding & Creating Contacts in SiteMax

What are external users and what can they access?

Contacts - Understanding External User Access

Exporting contacts, assigning to projects, unassigning from projects, merging companies, cleaning up contacts, and managing contacts.

Managing Contacts

Understanding how to create, edit, and manage contact groups

Contacts - Understanding and Creating Crews/Contact Groups

Contacts

Exploring SiteMax Systems: A Guide to Company Settings

Company Settings

Company Settings - Company Notice

Import and export data from and into SiteMax. CSV file.

Company Settings - Import/Export Data

Understanding what you can do under your Lists tab in your Company Settings!

Company Settings - Lists

Getting to know and how to customize your Module settings

Company Settings - Modules

Improving Project Communication with Notices

Company Settings - Project Notices

Creating phases, default phases, adding phases to project, and archiving phases

Company Settings - Project Phases

Company Settings - Tags & Organization

Understanding Titles and how to set them up

Company Settings - Titles

How to add, create groups, and manage cost codes to track and identify different types of costs associated with a project.

Company Settings - Cost Codes

Coding lunch breaks. Using Cost Codes for lunch.

Creating a "Lunch" Cost Code

Understanding your Safety Program and how to manage it

Company Settings - Safety Program

Setting up your Dropbox Integration with SiteMax. Steps to getting started on your own.

Dropbox Integration

Navigate through your Company Settings to customize your account

Setting up your QuickBooks Integration with SiteMax. Steps to getting started on your own.

SiteMax QuickBooks Online Integration

Understanding Syncing Employees, Vendors, and Projects, as well as Pushing Time Entries and Purchase Orders from SiteMax to QuickBooks Online

QuickBooks Online - Syncing Data

How to setup SiteMax to use IIF files out of time export. Import time directly in QBD

QuickBooks Desktop Time Import

Import, and edit IIF files to upload data to QuickBooks Desktop

Quickbooks

Up your compliance game with SiteMax's Form Builder and its robust safety features

Form Safety Features

Manage safety records and certificates with SiteMax's powerful Records module

Safety Records and Certificates

Maintenance Safety Records

Siteflow Safety Features

Safety Notices

Designate a Safety Contact within your project to ensure that any safety related materials will include their name.

Safety Contacts for Projects

Get to know the features and benefits of the Compliance module

Compliance Module Overview

Learn how to get the most out of the Compliance module

Compliance - Safety Logs & Records

Understanding and Managing Geotracking on Web

Geotracking - Web

Implement SiteMax's solutions into your safety management 

Compliance & Site Safety

REFER US!

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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