SiteMax Systems

Kelly Shee

Josan Garcia

Learn the mobile app to help you get the job done!

Using the SiteMax Mobile App

Download the SiteMax App

Log in to SiteMax, login Web, log-in Mobile, log in the app, Forgot Password, how do I  Reset my Password, How to login

How to Log into SiteMax

Learn to navigate SiteMax mobile, mobile features, user settings, messages, notification, add, filters, and project dashboard.

Navigating Dashboard - Mobile

Review important project details from mobile. Where can I find the project address and details on mobile?

Project Settings - Mobile

Update your account settings in Mobile App. Change signature and password. Access settings options on Mobile.

User Settings - Mobile

Quickly add any company-level contacts in SiteMax Mobile. Add contacts, clients, and vendors quickly from the mobile app.

Add Projects, Tasks, and Contacts - Mobile

Quickly view the activity of an individual project. Access Project reports, photos, and documents quick on mobile.

Project Slider - Mobile

Quickly add a user to a project within the mobile app!

Adding Users to Projects - Mobile

Connect with the Job Site from your phone using SiteMax messages on mobile.

Company Messages - Mobile

Form QR codes workflow. How to scan QR codes from mobile device. Accessing the SiteMax External Portal through QR code.

Scanning Form QR Codes - Mobile

External collaborators can scan QR codes to complete forms & reports with no access to the application.

Scanning Project QR Codes - Mobile

Updating the SiteMax App

How to update your mobile device to accommodate new SiteMax updates. Android updates. IOS Updates

Updating Your Mobile Operating System

Learn how to use the mobile app with this collection of articles

Navigating the Mobile App

How to Add, Fill, View, Move and Update Equipment and Reports on Mobile. Equipment QR Code and management on mobile.

Manage Equipment - Mobile

Recording Equipment Time on Mobile with the Equipment Workflow

Equipment Time - Mobile (Equipment Workflow)

Creating Equipment reports on mobile. Editing and managing equipment reports on mobile.

Equipment Reports - Mobile

Recording Equipment Time on Mobile with the Labour Workflow

Equipment Time - Mobile (Labour Workflow)

Adding QR Code to Equipment - Mobile

Log materials on mobile. Reporting on materials on mobile. Moving materials on mobile.

Materials - Mobile

Creating and managing punch list items from mobile. How to add punch items on mobile. Deleting punch items on mobile.

Creating and Updating Punch Items - Mobile

Setting up and adding locations / sub-locations for punch items on mobile

Punch Item Locations - Mobile

Custom reports, phase reporting, report distribution

Punch List Reports - Mobile

Viewing Drawings - Mobile

Adding photos in the mobile app either directly or indirectly with forms.

Adding Photos - Mobile

How to locate documents on SiteMax mobile? Syncing Documents on mobile devices. Loading documents online.

Documents - Mobile

Stay on top of compliance in the mobile app with Safety Logs

Creating Safety Logs - Mobile

Navigating the Equipment module in the mobile app

Using the Various Modules in the Mobile App

How to Access, Add, Create and Edit, Forms | Site Report sand Safety Reports on Mobile.

Site Reports and Safety Reports - Mobile

How to create forms or reports offline for mobile.

Offline Sync for Forms

Creating & Sharing reports on the mobile ap

Forms & Reports - Mobile App

Adding time entries on mobile. Check-in and manual time entries to enter hours on a project. Checking out and splitting time.

Checking-in/Manual Time Entries - Mobile

How to enter time entries on the mobile app when the Duration Only Workflow is enabled.

Time Entries for Duration Only Workflow - Mobile

How to check out on mobile. Check out switch options. Splitting time. Check out time entries on mobile

Time Center - Check Out on Mobile

Users recording time in the field can pick the "Lunch" code from project timecard cost codes.

Applying "Lunch" Code on Mobile

How to divide my time over multiple projects or jobs

Timecards - Splitting Time - Mobile

Check In/Out on Mobile (Spanish)

Entering and managing time on the mobile app

Time - Mobile App

REFER US!

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