SiteMax Systems

Josan Garcia

Kelly Shee

Shahvir Patell

Track and manage your Company's equipments and materials

Equipment & Materials

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

Using Toolbox to move equipment. Using Toolbox to store equipment

Equipment Toolbox and Toolshed

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

Equipment

Classify and move/remove your equipment using status

Equipment Status

Equipment - CSV Exports

Further classifications for equipment items

Equipment - Rental/Service Items

Organize and manage your equipment's status and location through Toolboxes

Creating Toolboxes

Managing equipment usage, damage, service, and maintenance. Equipment records, service logs, and purchase orders

Equipment - Maintenance

Equipment - Profile

Equipment Profile & 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.

Record Equipment Time - Web

Enable equipment time. Time entries with equipment.

Time Center - Equipment Time

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

Edit, Export, Archive etc. All the actions that can be performed within your Materials module when Company Inventory workflow is in use

Materials - Actions (Company Workflow)

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

Edit, Export, Archive etc. All the actions that can be performed within your Materials module when Project Inventory workflow is in use

Materials - Actions (Project Workflow)

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)

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

How to get the list of material. Export material and associated info. List your current inventory. Export projects logs of materials.

Materials - Export CSV

Create, import, and export your inventory

Material Inventory

REFER US!

Find answers and get help from Intercom Support and Community Experts

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