SiteMax Systems

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

Josan Garcia

Shahvir Patell

Kelly Shee

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

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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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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.

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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.

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