Dashboard > Settings
To access your company settings, you must be an administrator or have the correct permissions. Company settings can be accessed through your Dashboard > left sidebar, "Settings".
Here you are presented with 5 tabs:
Company info
Lists
Modules
Safety Program
Integrations
Here you can update your company address, contact info, and branding (Customize your site by adding a logo for your letterheads, a login background, or write a greeting for users)
2. Lists Tab
Under the Lists Tab, you'll find several critical sub-tabs:
Cost Codes: Cost Codes are helpful to identify and track different types of costs associated with a project.
Divisions: Divisions allow for the categorization of work into distinct segments, ensuring clear organization and tracking.
Tags: Tags are organizational data—usually no more than one or two words. They provide details about an item and make it easy to locate or organize related items that have the same tag.
Titles: This section allows for the customization of roles and titles within the company's structure.
Import/Export: Import and export functionality simplifies the process of managing data.
3. Modules Tab
The Modules Tab encompasses various modules that contribute to the efficient operation of projects:
Company Notice Tab: This area is dedicated to managing and disseminating company-wide notifications and updates.
Forms Tab: Here, you can find tools for creating and managing various forms integral to project operations.
Notices Tab: Project Notices is a feature that allows you to communicate essential information, such as schedule changes, safety alerts, and quality issues, to the project team members.
Purchase Orders Tab: This module facilitates the management and tracking of purchase orders.
Time Tab: It focuses on overall time configuration, ensuring accurate recording and management of labor hours.
Contacts Tab: This area is dedicated to managing and organizing contacts important to project operations.
Materials Tab: This module deals with the tracking and management of materials essential to project completion.
4. Safety Program
Upload your OHS manual and safety program, and keep your safety documentation organized by adding section folders.
5. Integrations
At present, SiteMax has 3 integrations:
Quickbooks Online
Dropbox
This is where you authenticate and integrate your accounts with SiteMax. We are always working to add more integrations that make sense for you, our customer. If you have specific requests, please reach out to our support team.