SiteMax Systems

Josan Garcia

Kelly Shee

Track and manage your Company's equipments and materials

Equipment & Materials

Management of tools, equipment time, tracking, safety and maintenance.

Equipment

Add, Assign, Update, Import/Export, Time Tracking, QR Codes

Equipment Overview

This article will guide you on how to assign equipment to a project.

Assigning Equipment to Projects

Understanding the difference between Toolboxes and Toolsheds

Equipment - Toolboxes vs. Toolsheds

Understanding how to read and fill out the information in your Equipment Details

Equipment - Profile

Further classifications for equipment items

Equipment - Rental/Service Items

Equipment - CSV Exports

Equipment Management

How to record a users equipment time using Equipment Operator. Equipment tracking across multiple labour entries

Equipment Time Workflows

Labour and Equipment workflow methods to recording equipment time.

Recording Equipment Time - Web

Entering equipment time for users with Time Entries (self)

Equipment Time for Collaborators and Lite Users

Equipment Time

Equipment - Linking QR to Equipment

How to scan equipment QR to access equipment profile and reports.

Scanning Equipment QR Codes

Equipment QR Codes

Equipment Reports

A brief introduction to materials. What are materials?

Materials Overview

Understand the difference between project and company inventory settings to start tracking your materials in SiteMax.

Material Workflows - Company and Project Inventory

Be notified when you're running low on materials

Notifications for Materials

This article will help guide you through the different settings to help manage your company and project Materials

Materials Settings

Manage your project's materials inventory, move unused materials back into company inventory

Project Materials - Project Inventory

Track materials with time. Time tracking and materials tracking. LEM reporting on material with labour and equipment cost.

Materials - Tracking (Project Workflow)

Track your company's material, add logs to projects, or move materials used in projects back into the company inventory

Materials - Tracking (Company Workflow)

Edit, Export, Archive etc. All the actions that can be performed within your Materials module when using either the Company or Project Inventory Workflow

Materials - Actions

Materials

Materials and inventory. Moving materials. Assigning materials. Material logs. Track material on project. Add material log.

Materials - Creating Items Logs on Projects

Track and monitor material inventory with logs 

Material Logs

Create and edit materials. Add materials. Update and delete materials.

Materials - Create and Update

Adding multiple materials, add materials list, import materials, upload CSV file

Materials - Importing Items via CSV file

Create, import, and export your inventory

Material Inventory

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Create your workspace and invite the people you work with.

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

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

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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.

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.

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

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