2022 has been fast-paced for everyone! Thanks to your continuous feedback and suggestions we always try to give you the tools you need. Before entering the last stretch of the year here is a catch-up on all the things you might have missed from SiteMax.
We have improved our “landing” page. Changes to our dashboard have been focused on making admin work easier:
New people view including check-in or people assigned with the ability to add and remove users
Powerful filters including address, user, PM… and active filters identifier
Mass update of projects with a new list view
In addition, we gave more control over projects with:
Simpler Project assignment interface
New Company reports for projects and all Power modules
We did not forget mobile users:
Redesigned quick access for projects to navigate, contact key people and see notes of importance on mobile
For our Admins managing users and contacts we took significant steps into our redesign:
New contact interface (external users embedded) with more filters and mass actions
Separate individual and company interface for contacts with the ability to merge companies
Redesigned Project Contact interface with activities and company configuration
Introductions of Records for contacts to manage vendors certificates
Easier User Management with mass actions, templates and tooltips
Better Crew interface with the ability to assign crews to projects
Organized form list and mass select of permissions
Since last year we have focused on giving you the flexibility and control of building your own reports. Here are some of the improvements to our form builder:
Revisions with form history for your pdfs
Workflows with action buttons able to notify, lock and update the label
Field visibility defined by title, screen or pdf
Ability to create tasks from the form that can be assigned to the Safety list
Ability to define Assigned date and Assigned to from the form
Auto-labelling
Labelling configuration
Fields dependency
Adding photos to photo module
Pre-filling fields with project and user data
Configurable copy from existing
Reports created through QR have been extremely successful and we keep improving the experience for internal and external users.
Here are the improvements for all of our reports:
New mobile views to see all recent reports by projects and context
Better ordering to find the most used reports
Link of equipment reports with projects
Association to equipment through a form selection and update of equipment status
Better accuracy of Geofence functions
Powerful form settings with form documentation and alternative logo
More options for custom Excel, allowing multiple tabs and pre-formatting
Ability to change settings at the project level
Assignee notification configuration
Our company reports module has been improved to include more data and give more flexibility when exporting multiple reports.
Across all modules, you now have customizable tables that let you define and order only the data you want to see.
Amongst all improvements of our common modules here are a few noticeable.
Tasks:
New mobile calendar view with lookahead option on mobile
Projects calendar view
Completed notifications
Documents:
Ability to move, rename and delete documents
Ability to upload multiples and entire folders
Ability to sort by each column
Equipment:
Move tools while updating a report
Backdate and update equipment logs
Full logs reporting capacity from the Equipment module
Colour coding of equipment based on its condition
The full launch of our new time centre meant adding more capabilities while keeping the ease of our interface:
Customizable view and configurable interface with mandatory and optional fields
Powerful grid view to follow and update daily entries for all
Easy interface to create one or multiple entries, check ins, equipment time or material logs with in-line editing and mass edits
Unlimited configurable reports with Excel, CSV and PDF
Time calculations, configurations, financial calculations and custom fields
Rounding and automatic breaks calculations
Re-introduction of duration only
Ability to create overnight shifts
Quick switch and split time on mobile
Our Power modules have evolved through your feedback - With more granularity for project contacts and tag management here are some significant improvements you asked for:
RFI
Ability to view and include drawings
RFI history with email view tracking
Better Resend function
Email response to closed RFI
Drawings
Ability to navigate between drawing on mobile
Improved auto-scanning and OCR
Download and share interface with pins as comments for external sharing
More granular syncing interface on mobile with an offload option
Improvement in recognition of existing markup, links and pins with more mark-up colours
Addition of Change Orders
Bulk edit
Punch Lists
More types of punchlist with statuses and completion date
Better reporting interface with optional customizable cover page and index
Better Location and sub-location management
Ability to add recipients for automated notification on new revisions
Ability to include drawings
Custom ordering
Navigation with filters applied
Change Orders
CO history with email view tracking
Pinnable to drawings with thumbnail and ability to include drawings with CO
Better Resend function
Purchase orders:
Configurable screen and pdf
Approval channels and field requirements
Line item Taxes
Inclusion of material to define items
Improvement to billing and shipping addresses and configuration
Submittals:
Specs upload
Improved pdf
More flexible workflow with shortcuts to bypass any user
Improved markup interface and flexible workflow to re-upload your own files
History tracking who received emails
Integrations are a big topic for SiteMax which is planning for a full ecosystem. To streamline the use of all the apps you already use here is what we did this year:
Better Quickbooks Online integration with reference to Projects and start and end time
New Spectrum integration
Better way of creating compatible files for Quickbooks, Sage, Jonas and many more
New notification sound, email tracking, tag management, support access everywhere… keeping up with all the great workflow you have built for your organization with us. That is only the tip of the iceberg so we, too, have been busy!
Upcoming
Our final push for our user and contact redesign will see our new permissions and billing interface being rolled-out until next year.
Some of the improvements associated are being finalized already with:
user count management with access to billing (role removed)
permission tab and permissions history
adding seats and adding users with permissions (plan pricing only)
count of activities for users and contacts (external tab removed)
Contact us to get access in priority!
We will be adding an email function from SiteMax to share any pdf, a signature function to change orders and a few more surprises
Next Coming
Tasks and Task lists will be redesigned through multiple phases. To combine the ability to manage a Project schedule and a budget with the ability to schedule and track people and resources, we expect it to be the most significant change. With an overwhelming number of requests and recommendations, it is the most requested feature for this year.
Our External Portal will go to the next stage. Bringing together records for vendors' certifications, tasks for your subs, documents that need to be shared, drawings and all required pins to get the job done: RFI, change-orders, submittals, punch items and purchase orders for your vendors.