SiteMax Systems

Shahvir Patell

Josan Garcia

Kelly Shee

RFIs, Change Orders, Submittals and more 

Power Modules

Start an RFI, choose an RFI manager and Assignees.

Adding and Assigning RFIs

Send RFIs to receive responses from Users and Contacts.

Responding to an RFI

Save final RFI response(s) and email to key stakeholders.

Finalizing and Distributing RFIs

Exporting RFIs

Creating, assigning, distributing, and managing RFIs

RFIs

How to use the PO approval workflow. Setup approval and increase budget tracking. Notify PM, approvers and email approved PO to vendors only

Purchase Orders - Approval Workflow

Set up your PO to work for you. Numbering, billing address, taxes, approval and threshold. PO workflow. Visibility on liability/budget.

Company Settings - Purchase Orders

How to add taxes, how to remove taxes, how to choose which tax types to apply. Dealing with taxes in your PO. Fret, service and carriage.

Purchase Orders - Taxes

This article explains the essential steps to create a purchase order for requesting goods or services

Creating a Purchase Order

Partial refunds in POs, negative costs, negative quantity, refunding orders using POs.

Refunds in Purchase Orders

Control your Purchase orders so that only the essential information you require is captured at the right stage of your workflow.

Purchase Orders - Manual Workflow

Export, Approve, Reject, etc. All the actions that can be performed within your Purchase Orders module

Purchase Orders - Actions

Creating and managing PO workflows, settings, refunds

Purchase Orders

Change order fields and starting a change order.

Adding Change Orders

Potential Change Orders

Change Order Lump Sum versus Itemized Breakdown

Change Order Cost Breakdown

Approving, Rejecting and Responding to Change Order or PCOs

In-App Change Order Responses

Respond to a Change or Potential Change Order from Email.

Email Change Order Responses

Send a Change Order to Internal or External stakeholders

Change Order Recipients

Referencing RFIs and Potential Change Orders. Exporting Change Orders

Referencing and Exporting Change Orders

Managing and adding CO, PCOs, and recipients

Change Orders 

Adding deficiency punch list items. Deficient/Punchlist items. how to add Punch Item on web

Adding a Punch Item - Web

Filtering Deficient Punch items, Filtering Punch Items, How to filter punch items

Filtering Punch Items

Creating a project-based report on deficiencies or punch lists. How to generate punch items report?

Reporting on Deficient / Punch Items

Edit, Export, Delete, etc. All the actions that can be performed within your Punch Lists and Items

Punch List - Actions

Mark up Photos within Punch Items

Custom reports, phase reporting, report distribution

Punch List Reports - Web

Use the add from existing option to save time when duplicating punch items

Punch List - Add From Existing

Phase configuration, notification settings, punch list types, and punch list statuses

Punch List Settings - Phase Configuration

Punch list push notifications, emails, creating and editing notifications

Punch List Settings - Notifications

Understanding the different features of your Punch List module

Punch List Overview

How to use punch list offline with the SiteMax app. Sync offline punch items from the offline queue.

Punch List Mobile Offline Sync

Introducing new features for Punch List including: offline sync, phases, statuses, types, notifications, etc.

Punch List - NEW Features and Improvements

Create and customize your company's Punch List Types and Statuses

Punch List Settings - Types and Statuses

Punch Lists

A high-level overview of the submittals module

Submittals Module - Overview

Responding to a submittal as a Vendor, Reviewer and an Approver. Forward a Response. Add a new Reviewer or an Approver.

Forwarding and Responding to a Submittal

Upload a section or the entire project specification. Manage the specification by sections.

Uploading and Managing Project Specifications

Creating and distributing a submittal, Add new submittal, Submit spec, Submittal workflow

Creating a New Submittal

How to close a submittal. Closing a submittal.

Closing a Submittal

Set default workflows and due date timelines

Project Settings - Submittals

Exporting Submittals

Create and communicate submittals,  organize and manage specification books and divisions & set packages

Submittals

Understanding the basic parts of Dispatch (Scheduler)

Dispatch Module (Scheduler) Overview

Understanding and navigating the "People" tab in Dispatch module

Dispatch (Scheduler) - People Tab

Understanding and navigating the "Tools" tab in Dispatch module

Dispatch (Scheduler) - Tools Tab

Understanding and navigating the "Projects" tab in Dispatch module

Dispatch (Scheduler) - Projects Tab

Understanding and navigating the "Appointments" tab in Dispatch module

Dispatch (Scheduler) - Appointments Tab

Understanding and navigating the "Availability" tab in Dispatch module

Dispatch (Scheduler) - Availability Tab

Dispatch setup, notifications, appointments, and settings

Dispatch

Siteflow - Create a Flow

Learn how to access, edit, and submit a SiteFlow. Start the flow and save your progress.

Complete a SiteFlow

Learn to review and export Siteflow logs to manage the activity of your subs.

Siteflow Logs

What are siteflow notices and how to create them

Siteflow Notices

Use Siteflow to help you better manage your subcontractors and trades on-site.

Understanding Siteflow

Creating Siteflow notices, templates, and reports

Siteflow

REFER US!

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