SMX

Power Modules

RFIs, Change Orders, Submittals and more

Adding and Assigning RFIs

Responding to an RFI

Finalizing and Distributing RFIs

Purchase Orders

Purchase Orders - Approval Workflow

Company Settings - Purchase Orders

Purchase Orders - Taxes

Creating a Purchase Order

Refunds in Purchase Orders

Purchase Orders - Manual Workflow

Purchase Orders - Actions

Adding Change Orders

Potential Change Orders

Change Order Cost Breakdown

In-App Change Order Responses

Email Change Order Responses

Change Order Recipients

Referencing and Exporting Change Orders

Adding a Punch Item - Web

Filtering Punch Items

Reporting on Deficient / Punch Items

Punch List - Actions

Mark up Photos within Punch Items

Punch List - Project Settings

Punch List Reports - Web

Punch List - Add From Existing

Punch List Settings - Phase Configuration

Punch List Settings - Notifications

Punch List Overview

Punch List Mobile Offline Sync

Punch List - NEW Features and Improvements

Submittals Module - Overview

Forwarding and Responding to a Submittal

Project Settings - Divisions

Uploading and Managing Project Specifications

Creating a New Submittal

Closing a Submittal

Project Settings - Submittals

Exporting Submittals

Dispatch Module (Scheduler) Overview

Dispatch (Scheduler) - People Tab

Dispatch (Scheduler) - Tools Tab

Dispatch (Scheduler) - Projects Tab

Dispatch (Scheduler) - Appointments Tab

Dispatch (Scheduler) - Availability Tab

Siteflow - Create a Flow

Complete a SiteFlow

Siteflow Notices

NEW - Introducing Siteflow