FAQs and Best Practices
Answers to common questions, as well as helpful tips to make the most of your system!
By Kelly and 2 others3 authors75 articles
- How Come My Team Can't See the Form I Created?
- Time Tracking and User Visibility
- Resetting a User's Password
- Understanding Size Limits and Best Practices
- Duplicating a Custom Form
- Create a report based on historical time data
- Resending a users email invite
- Understanding Field Dependency
- Understanding the "On Deck" Status
- I Added a New Project and Saved it, But I Can't See it - How to Solve it?
- How do we give equipment a timecard?
- How to Remove People from SiteMax?
- How to Create and Use Your Signature in SiteMax?
- Scanning and Moving Equipment (Mobile)
- How do I setup/edit my equipment in SiteMax?
- Can I remove equipment?
- How can we extract multiple equipment reports?
- How to Delete Cost Codes in SiteMax?
- When I scan an Equipment QR code, what happens?
- How do I Add Equipment?
- How to Send Punch List Outside SiteMax?
- How to Print a List of Drawings in a Folder in SiteMax?
- How to Use Offline Storage Sync on Mobile?
- What is a Geo-fence?
- Can I change or delete the folder name "safety-manual"?
- Which day's weather am I seeing in my reports? Assigned or Created date?
- How do I create an Equipment Report? - Mobile
- How to add custom labels to forms?
- How can I delete a Purchase Order?
- How can we track our equipment service & maintenance records?
- Where are my tools located? How do I know?
- Why is the print quality of the drawings low?
- Is there a way to modify the "created" date of a form I already completed?
- Why did my entered time in timecards change?
- How to Check the Status of Your Time?
- Can I Turn Off Lunch Time Settings for Specific Users or Classifications?
- Can I Share Site Reports with Clients?
- How to Get Support?
- How do I export all the information in a project on SiteMax?
- Why are my users taken out of the permissions template?
- Can I retrieve deleted messages?
- Can I choose the quantity for the equipment?
- Marking Up Photos in the Mobile App: Coming Soon!
- Troubleshooting Guide: Not Receiving SiteMax Notifications
- Can I delete a project?
- Can we edit the uploaded Word or Excel file in the documents?
- How to Link QR codes to Equipment?
- Does SiteMax have SMS notifications?
- Why Can't I Upload Photos?
- How to Define and Choose the Address in Purchase Order
- How to Restrict Employee Time Entry to Only Clocking In and Out
- How do I delete messages at SiteMax?
- How do I remove the "created date" from the exported PDF form?
- RFI auto-generated emails
- Android 9 and 10 - Mobile Application
- Submitting a Time Entry/ Timecard Issue
- I can't log in, what should I do?
- How do I save my usernames and passwords on a login screen?
- Troubleshooting Location (iOS)
- How to prevent users from changing time entries?
- Cost Code Drop-Down Menu Limitations
- Sharing Documents with Contacts
- Rounding Enabled: Accessing Actual Check-In/Check-Out Times
- Why are my item descriptions cut?
- Reporting a Bug
- Marking up Photos within Punch Items
- Migrating to Tier Permissions and New Time
- Syncing Purchase Orders in Sitemax with QuickBooks Desktop
- Locating Your Newly-Created Form Template
- Uploading Photos to Forms