SiteMax Systems

Preparing your site for your projects & team

Accessing Your Company Settings

Exploring SiteMax Systems: A Guide to Company Settings

Company Settings

How to update company info and branding including adding a logo, changing colors, and customizing login pages.

Company Settings - Company Info & Branding

Company Settings - Lists

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

Company Settings - Import/Export Data

Improving Project Communication with Notices

Company Settings - Project Notices

Company Settings - Company Notice

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

Dropbox Integration

Company Settings - Tags & Organization

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

Company Settings - Project Phases

Understanding Titles and how to set them up

Company Settings - Titles

Give your employees greater control of their check ins and outs with custom fields

Understanding Custom Fields

Import users, import projects, import equipment, import cost codes and more...

Company Settings - Import Data

Marjorie Galit

Shahvir Patell

Carrina Jaime

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

SiteMax QuickBooks Online Integration

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

Can I sync POs in SiteMax to Quickbooks Desktop?

Syncing Purchase Orders in Sitemax with QuickBooks Desktop

Understanding Sync Employees from SiteMax to QuickBooks Online

QuickBooks Online - Sync Employees

Understanding Sync vendors from SiteMax to QuickBooks Online

QuickBooks Online - Sync Vendors

Understanding Sync Projects from SiteMax to QuickBooks Online (QBO)

QuickBooks Online - Sync Projects

Your guide for successfully entering time into QBO.

Best Practices for Pushing Time to QBO from SiteMax Systems

Julien Lavy

Quickbooks

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

Company Settings - Cost Codes

Importing Cost Codes

Importing and adding project-specific cost codes.

Unique Cost Codes

Group cost codes for timecards, PO's, Equipment & Materials

Creating Cost Code Groups

Keeping a list of preferred cost codes, across all projects.

Default Cost Codes

Managing Company Cost Codes in the Company Settings. Adding Cost Codes to Groups, assign Cost Codes to Project, default Cost Codes.