SiteMax Systems

Sign in to SiteMax as a first time user using the SiteMax website

How to Login to SiteMax Web

Log In to the SiteMax App for the first time

How to Login to the SiteMax App

Navigate through modules and projects for team, tasks, equipment, materials, time, and reports.

Navigating SiteMax on Web

Learn to use SiteMax mobile app for your day to day tasks

Navigating SiteMax Mobile

Understand the locations and where to use it!

Understanding Locations

What is the form builder tool and how can it be used

Getting Started with Form Builder

How to approve users time using timecards and the time center

Approving Time Entries

Learn how to add users to a project as crews or individually

Adding Team to Projects

How to Add a Project in SiteMax

Learn how to use check in and check out on the SiteMax App to enter time

Entering Time - Check In/Check Out

How to create, edit, and manage reports using the SiteMax App

Creating Reports on Mobile

Learn the difference between the Time Center and timecards

Time Center vs. Timecards

Josan Garcia

Tutorial Videos

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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