Unique Code Description - The team has allowed for the creation of unique codes on a project that share the same number as a code on another project.

Intercom chat bubble visibility on Day View.

Task list error on delete - Resolved.

QR workflow scan issue when user session active - Resolved.

Scheduler, Appointment missing time range - Resolved.

Mobile checkin view doesn't refresh after submit - Resolved.

Report QR Codes - Scan code to access a form-specific site or safety report as an outsider to SiteMax.

Continued support and feedback is helping us iron out the kinks of this exciting beta feature.

QR Workflow - International phone numbers.

Forms. Email distribution - Included CC list.

Materials - Added ID filtering to material class

Mobile. Records - Move "Team Records" to "Team" page as new tab.

Appointments - Added "Show Details" in Add modal.

Mobile. Appointments - Show PM name in scheduler.

Mobile. Team - Add 'phone' icon beside name of users.

Tasks - Include "Add Appointment" button.

Tasks - Include project-specific, default "Appointment" task list.

Change Orders - Added "Paid" Status to Change Orders.

QR Workflow - Form QR saving to company reports. Resolved.

Integrations - QBO error on employee sync. Resolved.

Mobile. Timecards - Time between checkout and split time. Resolved.

Cost Codes - Exporting unique cost codes. Value of "type" field. Resolved.

Team - Header issues. Resolved.

RFI Revisions - Make a change to a closed RFI, sequence number gets updated.

Approval-based PO Workflow added - In settings, select between Manual (original) and Approval PO workflow.

POs - Alternative billing Address

POs - Taxes migration

POs - Default Tax Line items

POs - Approval Workflow, filters changed, updated PO actions and PDF visuals.

POs - Allow prices with up to 4 decimal points.

RFIs - Customizable email subject line

Change Orders - CO Changes

Project Settings - Email sendout to invted users. Don't send to invitee.

Tasks - Added ability to customize list colour.

Settings - Cost Codes - Tweak to cost code export. Define company versus unique cost codes in export. Define project number for unique codes.

Records - Add Filters

Custom Form Builder - Added "required field(s)" message

Timecards - Equipment Time Export. Consistency between Equipment and People time duration data format in export.

Deficiencies - Added table header settings.

Company Reports - Add filter for locked reports

Purchase Orders - Project Team Leads - Dynamic on PDF

QR Workflow - Project QR Code leading to website

Drawings Updates: Learn more!

Project Contacts - Added email-to project contacts features.

Mobile. Projects - Added Project Tags

Timecards - Added "move" function for project time. Change the associated project of a timecard entry.

Table Styles - Maintain selections across multiple paginations - all tables.

Timecards - Included description column on Time Tracking CSV export.

Purchase Orders - UI Changes.

Purchase Orders - Approver receives email when PO is submitted.

Drawings - Added sorting by number index.

Mobile. Records - Added filter function to team records on mobile.

Mobile. Equipment - Allow units to accept custom values.

Change Orders - Separate email threads per CO number. Resolved.

Change Orders - Line breaks collating in PDF. Resolved

RFIs - Updates reflecting on PDF. Resolved.

Equipment - Tool Location issue. Resolved.

Timecards - Check in/out time for previous day. Resolved.

Timecards - Check-in options from project. Resolved.

Mobile. Drawings - Toolbar issue for iOS 12 devices. Resolved.

Mobile. Project Settings - Load issues. Resolved.

Purchase Orders - Duplicated tax line. Resolved.

Purchase Orders - Approval stamp missing. Resolved.

QR Workflow - Submit button issue. Resolved.

Daily Activity Report - Pictures not stacking properly. Resolved.

Permissions - View, Edit permissions allowing to create. Resolved.

Settings - Added toggle for Metric/Imperial. 🇺🇸

Team - Add multiple users to multiple projects.

Punch Lists - Photo maximum increased. Additional photos visible in PDF link.

Project Settings - UI Enhancements.

Timecards - Loading Screen UI Enhancements.

Permissions - On Day View, limit visibility of check-ins to users with "Manage" Timecards permissions.

Drawings - Addition of Metric measurements.

RFIs - Re-open cancelled RFI

RFIs - Custom email subject line. Display default blocks if nothing selected.

Change Orders - Display updated CO/PCO PDF information on save.

Project Settings - Add users to multiple projects.

Mobile. Contacts - Split first, Last name for contacts.

Mobile. Drawings - Addition of Metric measurements.

Form QR Codes - Unable to add date from scanned form QR. Resolved.

Punch Lists - Formatting Issue. Resolved.

Drawings - Punch List Visibility by plan. Resolved.

Drawings - Export Issues. Resolved.

Timecards - PDF Export Issues. Resolved.

Permissions - Form-based permission issue. Resolved.

Project Notices - Copy Project Notice issue. Resolved.

Mobile. Drawings - Rename back to Default Folder. Resolved.

Mobile. Equipment - Issue with adding a service item. Resolved.

Forms - Site Instruction Form Migration. Resolved.

RFI - Screen loading empty. Resolved.

Forms - Updates to readonly for radio-cell(s).

Timecentre/Settings - Custom Pay Periods! Set your own start/end date, frequency.

Equipment - Company Level Equipment Map. Click into any project on the map, to click into that project's tool profile(s).

Team - Assign (users) to all projects.

Drawings - Vertical OCR scanning capabilities.

Change Orders - Added "Linear Metres" and "Square Metres" in Units drop-down.

Purchase Orders - Unable to add date from scanned form QR. Resolved.

Drawings - Export PDF - Unexpected Error Message. Resolved.

Team - Unselecting users after clicking "select all". Resolved.

Change Orders - Updated styles on PDF.

Day View - Mass-update information for "Label" and "Assigned to" of forms in DayView.

Drawings - UI updates - Time Settings. Cost types, payroll scheduler, required fields, check in/out adjustments. Auto check-in.

Change Orders - PDF Style updates

Day View - Endpoint speeds increased.

Contacts - Sort table by 'company' column.

Table Styles - Default filter added.

Timecards - Order Checkin info. Reverse chronological order for same-day check-ins.

Mobile. Timecards. Missing cost code for check-in conflict screen. Resolved.

RFIs. Error message. Resolved.

Day View. Table doesn't match SMX styles. Resolved.

External Portal. Change Order - Close button missing. Resolved.

Documents. Doc files are not downloading. Resolved.

Cost Codes. Default cost codes interfering with selected project cost codes on forms. Resolved.

Timecards. Payroll date endpoints. Resolved.

Change Orders - Cancelled change orders can now be reopened with a new suffix

Form Builder - Can make a copy from an existing form

Purchase Orders - New fields added: “Referenced RFI” (from SiteMax) and “Referenced SI/RFI” (external)

Purchase Orders - Ability to customize your PO screen or PDF by choosing included fields

Purchase Orders - More and better export at the project and company level

New Time - Can add time entry manually and location shown on a map with geo-fence

New Time - New UI functionalities added

New Time - Equipment added to reports

Mobile - Reset password

Company Reports - New filters added

Equipment - Ability to mark equipment as “Rental”

Equipment - Added work type, rental date, and classification

Photos - “Load More” button added and can be filtered by date

Purchase Orders - Removed pick-up date, vendor name included when a PO is exported, added autocomplete for equipment

Records - UI updates regarding table view

Tasks - Added “Created By” field to task and table view

New Time - Always shows the latest time entry at the top and check-in information is ordered in reverse-chronological order based on the date

New Time - Different permissions for creating equipment timecards

New Time - New column showing employee classification when exported as CSV

New Time - Updated wordings in time entry and settings

New Time - Allow multiple entries and inputs to change cost-code, work-type, notes, custom fields

New Time - Updated permissions

New Time - Allow equipment time entry

New Time - Report template adjusted with more columns

New Time - Allow more time format and more sorting options for reports

New Time - UI updates regarding time settings, configuration, reports, timecards view

Mobile - Dayview optimized

New Time Centre - Issue with filters. Resolved.

New Time - Export does not include time type. Resolved.

New Time - Sage 50 CSV Export Customization. Resolved.

New Time - Classification error. Resolved.

New Time - The displayed number of users selected does not correspond with the actual number of users selected. Resolved.

New Time - Deduct function time miscalculation. Resolved.

App Tour - Glitches. Resolved.

Scheduler - Error message on “People” tab. Resolved.

Scheduler - Notifications sent twice. Resolved.

Punch List - Clean up page break in the report. Resolved.

Purchase Orders - Selected POs do not show on the export count in actions. Resolved.

Purchase Orders - Missing Cost Codes. Resolved.

Purchase Orders - Exported PO shows different totals off by $0.01. Resolved.

Map - Project view wording changes. Resolved.

Tools - Missing filters. Resolved.

Drawings - Attachment loading error. Resolved.

Drawings - The markup tool disappears when hovered over. Resolved.

QR Codes - Loading issues. Resolved.

Project Forms - Unable to export forms. Resolved.

Contacts - Search via phone number disabled. Resolved.

Mobile - Unable to create a new tag from punch item. Resolved

Project Settings - UI fixes to the progress bar. Resolved.

Company Reports - List of all your forms that can be exported as CSV.

Equipment - Purchase Order can be referenced under equipment maintenance.

Equipment - Equipment time can be easily added without a user.

Forms and Form Builder - Added collapsable group block functions. Cloning reports function added.

Materials - Quantity fields added and material usages are reflected on both the company and project level.

Materials - Search bar added to find materials using text.

New Time - Payable, billable, and overhead items can have a monetary value rate instead of a coefficient.

New Time - Materials included in time entries and reporting to track usage.

Change Order - Export PDF UI updated.

Company Settings - Time Module Settings UI updated. “Pay period settings” has been moved can be found under “time settings” and “company info” tabs.

Drawings - Mark up tool has been renamed from markers → pins.

Equipment - Mobile. Move Equipment shortcut added to (+) Add button.

Equipment - Export selected option added.

Forms and Form Builder - Add requirements conditions for radio/photos/comments.

Forms and Form Builder - Ability to show or hide “assigned/created/modified date”.

Forms and Form Builder - Ability to show weather information in degrees F or degrees C.

Materials - More filters added.

New Time - Delete templates.

New Time - Define rules for all time types.

New Time - Added new data points for payable and billable hourly rates.

New Time - Time classification can be deleted.

New Time - Allow unique cost codes when setting up payable, billable, overhead rules.

New Time - Reports formatting updated.

New Time - Manual time entries will default to start at the current time upon creation.

New Time - Mobile. When checking in, the user’s name will be located at the top of the list to reduce scrolling and searching, followed by users who are currently checked-in then in alphabetical order.

New Time - Timecards loading time improved.

Old Time - Export PDF UI updated.

Purchase Orders - Export table changes.

Purchase Orders - Ability to make cost codes mandatory depending on approval/manual workflow.

Purchase Orders - Added new fields, cost-code mandatory, equipment, and customized terms.

Punch List - Notification sent to Assignee.

Records - Set the reminder date and time.

RFI - Export function updated.

Settings - Added a 50 km geo-fence radius option.

Team - UI update for Crews for better user experience. Added Crew header column with table settings

Contacts - Permissions updated.

Company Reports - Scrolling option added to filters.

Team - Scrolling option added to filters.

Change Order - Mobile. Unable to view changes. Fixed.

Change Order - Expanded text area.

Documents - Sharing error. Fixed.

Equipment - Inactive projects hidden.

Form - Mobile. Signature input error. Fixed.

Form - Permissions updated.

Form Builder - Input date error. Fixed.

New Time - Auto lunch deduction error. Fixed.

New Time - Permissions. Fixed.

New Time - Check-in conflict and update check-out fields. Fixed.

New Time - Check-in and check-out location update. Fixed.

Photo - Markup tool error. Fixed.

Punch List - Export priority only. Fixed.

Purchase Order - QBO synced icon missing. Fixed.

Purchase Order - PDF alignment issue. Fixed.

Purchase Order - Updated notification wording. Fixed.

Purchase Order - PDF export does not include cost code. Fixed.

Purchase Order - Default cost code error. Fixed.

RFI ​​- Mobile. Submission error. Fixed.

Settings - Cost code cannot be removed from a group. Fixed.

Task - Notification update. Fixed.

Task - View-only user permissions. Fixed.

Web - Password reset. Fixed.

Form Builder - Forms can be versioned and cloned by using duplicate and revise function in an existing form.

Integrations - Quick Books Online for new time is available.

Materials - Bulk delete company level materials.

New Time Centre - Automatically split time entries that span over midnight.

New Time Centre - Allow time entries in the future.

New Time Centre - Mobile. Move equipment from different projects when entering new time entries.

Notice Board - Link SiteMax documents to the notice board.

Project Settings - Upload and manage project specifications.

Project Settings - Add and edit project specifications.

Submittals - New module launched with beta tag. The submittal module includes creating a submittal, managing the workflow, closing and distributing responses. For more information, check out the help centre articles.

Scheduler - Automatic assignment and scheduling when creating appointments from web and mobile.

Submittals - Mobile. View only.

Change Orders - Change colour for each status, similar to punch list.

Equipment - More search filters added.

Forms - Mobile. Search bar added.

Hidden Forms - Move hidden forms to the bottom of the list.

Materials - Export includes tags.

New Time Centre - Project and user can be edited in time entries.

New Time Centre - Display custom fields in the time table.

New Time Centre - Table configuration.

New Time Centre - New time card ordering.

New Time Centre - Export reports as PDF.

New Time Centre - Ability to delete custom fields.

New Time Centre - Clone custom fields on splitting user and tool.

Old Time Centre - Export customization.

Punch List - When generating reports, add a cover page or a table of contents.

Punch List - Pop-up actions updated.

Company Reports - Export CSV issues. Fixed.

Company Settings - Export project data issues. Fixed.

Dashboard - Total projects number not updating. Fixed.

Day View - Content not displayed. Fixed.

Drawings - Unit of measurement issues. Fixed.

Drawings - Taking a long time to sync. Fixed.

Forms - QR code issues. Fixed.

New Time Centre - Table configuration and sort function not working as intended. Fixed.

New Time Centre - The names of users with 2+ names are truncated in reports. Fixed.

New Time Centre - UI update. Replace the sort icon. Fixed.

New Time Centre - Mobile. UI update. Consistent wording. Fixed.

Project Settings - Multiple notifications sent on user assignment. Fixed.

Purchase Order - Error message not triggered when no items are selected for export. Fixed.

Project Dayview - The number of users displays error. Fixed.

Purchase Order - Total calculation issues. Fixed.

Purchase Order - Export history issues. Fixed.

Purchase Order - PO numbers split into separate columns when exported. Fixed.

RFI - The attachment link has an error. Fixed.

Tasks - Notifications on web are now clickable. Click on the notification to see the associated task.

RFI, Task, Punch Lists - See a thumbnail of the drawing associated with the item.

New Time - Reports will have a header when exported as PDF.

Materials - Now available on mobile! Access the materials module on the SiteMax app.

Tasks - Tasks on web will now show completed tasks and tasks to be completed. Use the "Completed" column to rearrange the list.

Tasks - Mobile. Task descriptions will now be wrapped.

New Time - When adding time on web, admins can add multiple users to the user field.

New Time - Custom fields can be ordered by using drag and drop. Go to actions and reorder to set the order.

New Time - "All" function added to reports and custom fields so users can add multiple at once.

Drawings - The mark-up tool has been renamed from markers to pins.

Punch List - Exports to include more fields.

Notice Board - Now includes full text, documents, and files.

Change Orders - Mobile. Status reflected by colour.

Purchase Orders - Cancleld POs are excluded from the total when the workflow is set to approval.

New Time - Reports formatting and filters errors. Fixed.

Drawings - Unable to sync drawings on mobile. Fixed.

Photos - Deleted mark-ups saving issues. Fixed.

Scheduler - Email notifications not being sent. Fixed.