Our marketing site, our web application and now our mobile application have changed to use our new branding and logo

Our Timecenter has seen numerous improvements to add some of the features that our historical customers used to like.
The most used "grid view" has more powerful filters, mass actions and the ability to generate reports on the fly

Save time by setting your signature under your account. Once saved any signature field in SiteMax will let you insert your saved signature.
With the "copy from existing" function filling out progress, equipment and safety reports just got faster.

To give you control over your tracking and workflows our form builder keeps being improved to let you create the professional reports and workflows that fit your needs.

We improve our project export. Head to Company report to get a list of all relevant project information.

From the project team export a list of all users and/or include all the contacts on the project.
From the project contacts, export all of them in a nice-looking pdf report.

SiteMax is becoming the preferred tool for team communication. With an improved messaging interface that let you share photos and other attachment, you can communicate at the company or project level keeping ongoing threads.
You can now also email directly from SiteMax Web interface any pdf available in your system. With files being sent as links no need to worry about the size of your emails.

Set up users with a favourite title. The title set as favourite will be used by default when assigning them to projects.

We also improved managing permissions. You can now apply templates by title, restore previous permissions from history.

Our logs, filtering and reporting have greatly improved. With the ability to backdate/insert logs stay on top of your tools' location.
A new logic for rental equipment was introduced so that the tools can be "returned" under the proper companies creating logs at each movement.
Our Toolbox interface was improved to allow moving a set of tools more easily. All filters are now included in mobile.
Purchase Orders can now reference multiple tools with the PO visible under each tool.

With a more intuitive email layout for a better flow of communication, a new logic to include schedule and cost impact, and a new internal note field our interface is even more powerful. Change orders also have the report improved and with Submittal and RFI all get an improve "resend" function letting you bring back your recipients on track.

The logs allow easier reporting with improvement in every format to make overdue RFI easy to spot.

New filters, due date, new report layout, new quick add functions... Punch items have and will get a lot of attention.
A workflow was designed for subs, with free users able to mark punch items as complete, update the resolution field and add a resolution photo.
With a new import function, duplicate to trade or quick add item adding and keeping punch items organized has never been easier.
By trade, by location, by type or by status quickly generate and send reports.

Our submittal interface has seen the most changes.
Spec upload and manual upload/update were made easier. Spec sections can also be added on the fly when creating a submittal.
The response interface now has a simplified workflow with a better interface to replace files, insert stamps and include a cover page. The layout was also changed so that, with the automated reminders, no workflow steps are being missed.

We are working on a new external portal called Connect. The objective is to have all subs able to view and interact with your SiteMax workflows.

We are scoping our redesign for tasks, gant-chart and project scheduling.
We are scoping our new interface for an improved Punch List and better configuration and reporting.
We are upgrading our backend technology and introducing a new pdf interface.
We are designing a dashboard notice for Company announcements

SiteMax unveiled exciting new updates to its platform, aimed at enhancing user control and flexibility over our processes. While we improved most parts of the platform, the “Forms module" underwent significant upgrades, with new features designed to give users more control over their processes.

Perhaps the most significant improvement is the option to make all columns in the table optional. This flexibility means users can now tailor forms to their specific requirements, resulting in a more streamlined workflow. Additionally, SiteMax introduced a better naming convention for PDF files, making it easier to locate documents within the system.

Other new features include a form builder that can perform calculations and an easier way of creating selections. The form builder is also faster, making it quicker and more efficient to create new forms. Finally, SiteMax added a notification for the assignee and the ability to include labels on the PDF, enhancing visibility and collaboration between team members.

In the coming weeks, SiteMax plans to relaunch with a brand-new interface and experience, promising to give users a more user-friendly and intuitive experience. The support team will provide tutorials to ensure users can leverage the advanced functionality that SiteMax offers. With numerous automations and the ability to build customized workflows, SiteMax aims to replace any outdated paper systems.

SiteMax also launched a beta version of Company Notice, a new feature that lets admins create a banner that shows on the web and mobile versions of the project dashboard. Admins can publish the banner with a title and last updated date, and users can click on the banner to view the description and attachments included, making it an excellent tool for company announcements.

SiteMax has been continuously improving its Contact Management module. With more data available for export and re-import and the ability to merge companies, SiteMax now makes it easier to manage duplicate companies and keep individual contacts organized under the same parent company.

SiteMax also upgraded its Punch Items module, launching a shortcut to quickly duplicate items on mobile devices. Users can now copy similar items or create separate trade items faster. The display of tags and the soon-to-be-added created date and days to resolve features allow for a quick glance at the items on the job site.

SiteMax's Equipment module now allows for deleting, and the permissions have been improved to ensure the right level of access for each user.

SiteMax's new branding has made its way to its mobile interface, giving users a cohesive look and feel across all devices.

SiteMax is working on a new portal called Connect, which will give subcontractors access to tasks, records, punch items, RFI, change orders, drawings, and everything else they need to stay on top of the work you assign them. SiteMax is also introducing a new PDF interface, which will launch with a redesigned file system management used on Company and Project Documents.

In addition to the recent product updates, SiteMax has more great news to share. The company, thanks to you, received several awards in the Spring 2023 Report by G2, including recognition in the Jobsite Management, Construction Project Management, Construction Drawing Management, and Punch List Software categories. This achievement would not have been possible without your engagement and commitment to making a product that everyone can use on the job site.

At SiteMax, we work with builders and build for builders. Your feedback is extremely valuable to us, and we always strive to improve our product to make YOUR work easier, faster, or less costly.

Here are several fixes and improvements that we worked on to give you a better experience. Let's dive into the details:

📣 New feature/Improvements🚀

and we continue developing and improving of our new file management and sharing system.

As always, we appreciate your feedback and encourage you to share feedback you may have. Stay tuned for more updates and exciting features in future releases!

We are excited to announce our latest product updates, which will enhance your experience and streamline your processes. Our updates include new features for Web, and Mobile, as well as upcoming features that improve our offering. Let's dive into the highlights!

Introducing our latest time-tracking enhancement! You can now view a new pay period summary per employee, which enables you to easily check your time or an individual's time for an entire pay period across projects. To make things even simpler, you can also approve time for an entire pay period for an employee in just a few clicks.

Access the new pay period view per employee by clicking on the user's name from Timecenter and see a summary of their time for a specific pay period. You can also approve time for an entire pay period for an employee. Full updates and tutorials will be available soon.
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Enjoy greater clarity and visibility with Submittals response statuses that are shown everywhere with our submittal feature. Stay up-to-date with live updates to the workflow and keep track of the history of workflow changes.

Team management has never been easier with our new "assign all on-deck projects" feature. Assign users to multiple projects with just one click, saving you time and effort.

Purchase Order reporting is now more convenient with our new reporting options, allowing you to choose between an itemized or cost-code report. Additionally, you can easily add relevant documents to your purchase orders with our simpler attachment drag-and-drop feature.

Customizable columns have been added to our Equipment/Materials feature, providing you with more information about materials. You can also edit multiple pieces of equipment at once and assign them different statuses.

We've given our Form Builder feature a major upgrade! You can now enjoy enhanced form visibility, equipment pre-filling, customizable column widths, and math calculations. Get excited for the full update and upcoming tutorials, where we'll show you all the new capabilities and how to make the most of them! Stay tuned!

With our expanded filters for Drawings, Punchlist, Materials, and Equipment on our mobile app, you can easily sort and find the information you need while on the go.

Our RFI (Request for Information) feature now includes an improved photo selection feature, allowing you to upload project-specific images directly from the web or mobile app. Our upgraded RFI system streamlines communication and keeps you organized.

Improved Reminder Notifications for Records on Web and Mobile. Stay on top of important dates and deadlines with our updated reminder notifications for Records. Never miss a deadline again!

We're thrilled to announce that SiteMax Systems has some exciting updates in the work!

With these latest updates and upcoming features, SiteMax Systems continues to provide efficient and user-friendly project management solutions for businesses of all sizes. Stay tuned for further updates and tutorials!

With this improvement, users will have a better user experience and will find it simpler to understand the information the pins are conveying.

2. Enhanced User Creation - When creating users, the system now recognizes if the email or number already exists. A notification will be displayed, preventing the creation of duplicate information.

Improved form QR workflow

Now, if someone provides a new phone number and gets it created on the fly, if their email already exists in SiteMax, they will be able to trigger a confirmation on their email to update their existing profile with the missing/new phone number.

Enhanced Task Notification Workflow

We have introduced a streamlined task assignment process in SiteMax. When assigning a task, a convenient pop-up notification allows you to choose whether you want to notify the assignee. You can opt for an email notification or a bell notification within the platform. Also, when making changes to an existing task, a pop-up page will prompt you to decide whether the person should be notified again or not.

Improved Submittals

Now, whenever you modify the filter settings in Submittals, exported files (e.g., CSV, PDF) will follow the order based on the screen ordering/filter. This enhancement simplifies the document management process and ensures consistent file organization.

Change Order and RFI ‘View’ Permission

With the RFI and CO View Permission (Tier), users with "view" permission can not only view and export COs but also create drafts, edit existing drafts, and add responses to RFIs and COs if they are the creator or in the recipient list. This feature is especially beneficial for collaborators with limited permission, allowing them to contribute effectively to the CO process, and is now available on mobile as well.

Improved Spec Books Issue Recognition

To enhance the overall customer experience, we have added a error message in the Project Settings' Specifications section. This message appears when a document is not recognizable.

Streamlined User Creation

When creating users in SiteMax, the system now recognizes if the provided email or phone number already exists. A notification will be displayed, preventing the creation of duplicate user information and eliminating redundancy. With the option to convert external contacts to users and merging company managing people is even easier. The company is also visible to users, so you can easily include your partners in your workflows.

Enhanced Drawings’ Pins Management

In drawings, the color of punch items now corresponds to their status when completed and closed, providing visual clues for easy identification.

For all SiteMax custom pins, you can now define the thumbnail area. If you want to show a specific part of the drawing on the related pin, you now have the choice of what is included.

Improved Form Project Visibility

There’s now the ability to hide forms on specific projects where they are not required.

This gives you the flexibility to adjust the reports to be filled out by your team based on the project you take on.

Refined Punch List Division Field

In the punch list section, the divisions field will now display only the specific divisions available for the project.

Enhanced Time Centre Exports

We have made improvements to the exported files in Time Centre. The exported files now include a summary of the applied filters (if you choose to in your report settings), conveniently located in the top column as a header.

We simplified the ordering of our grid export to only be in alphabetical order.

Time Center (Tier permissions)

Adjusted permissions for workers and managers using mobile.

Punch List Import

Ability to set priority in the file import process.

Export/Reimport of the same file for Users, Contacts/Vendors/Clients, Projects, and Materials (from Company Settings)

We have resolved the issue related to exporting and reimporting the same file for various entities such as Users, Contacts/Vendors/Clients, Projects, and Materials.

Scan QR (Forms) - External Users and Company Association

External users are now associated again with the company they select or specify as they Scan Forms QR for the first time.

Hide Feature for Forms

Users with the correct permission can now hide Site and Safety forms in a specific project. This allows admins to remove forms from special projects without having to change users' permissions.

For instance, if you wish to hide the "Daily Site Report" form in a particular project while keeping it visible in other projects, access the project settings module tab, locate the desired form under the form section, and click the (…) at the end of the line to hide it.

New Company Reports Filter

We have introduced a new filter option, "Filter by Context," for all forms in the company reports on mobile. To access this filter, go to the company reports page, click on the "All Forms" tab, and then click on the filter icon. In the filter options, you will find the "Choose Context" field. From there, you can select equipment reports, site reports, safety reports, or company reports.

Purchase Order and Credit notes

Users can now enter a negative value in the quantity field of Purchase Orders on mobile. This feature enables users to manage refunds using negative quantity. This allows for a negative amount, or "credit,” on overpaid items.

For example, if a user paid for 5 items but only received 3 items, they can now create a credit note with a quantity of -2 to offset the original quantity of 5 back to 3 while keeping a record of the initial quantity and value ordered.

Overnight Time Entry

Users can now create overnight manual entries. This allows workers to log entries for extended hours of work that extend into the following day. When using this feature, the system will display two time entries broken down at 12:00 a.m.

Improved Photo Upload

We've enhanced our photo upload functionality! Now, all users can enjoy high-definition quality for uploaded photos, providing a clearer and more detailed view of images.

Enhanced Project Export Summary

To provide you with a more comprehensive report, we have added new columns to the project export summary. The Field Manager and Office Manager columns are now included, offering valuable insights and detailed information for better project management.

Convert External Contacts to Users Reminder

Clicking on "Convert External Contacts to Users" now includes a helpful note to guide and remind you of the outcomes of this action.

Company and Phone Columns on Users Page

To provide a better overview and improve user management, we have added Company and Phone columns to the Users page.

Company Filter for Users

Now, you can easily filter and organize users based on their respective companies.

Phone EXT Column in "Sample CSV File" for Contacts

When importing or editing your contacts, we've added a new "Phone EXT" column to the "Sample CSV file." This addition simplifies the process of including and customizing phone extension information, saving you time and effort.

Company Merge Phone Required Error

We addressed an issue where a user encountered difficulties merging companies due to a "phone required" error message. The problem has been fixed, and the company merging process now works smoothly without any impediments.

We're thrilled to introduce the newest addition to SiteMax - PDFTron!

SiteMax now has its own PDF viewer. With zoom, rotation, and search capabilities! With PDFTron on board, you’ll have more power at your fingertips when it comes to reviewing files. Say goodbye to limitations and hello to better PDF handling!

Our forms on the web are just the beginning. We’ll soon enable mobile and be able to offer more markup options, including comments, making documentation even more interactive and collaborative. 💪😊

Company-Level Task

We have resolved the issue where the "+Create Task" option in Tasks was grayed out and could not be selected in the menu. Additionally, to improve the user experience, we removed the "Rename Task List" and "Delete Task List" options from that menu, as these actions can only be done in the project where the lists are set.

Messages

Previously, some users were able to view the message module even without any permissions. We have changed the behavior, ensuring that users will only see messages in their menu if they have the necessary permissions.

The permissions have been improved as follows:

We also fixed the problem where users had to refresh their app every time to view new messages. Now, new messages will be displayed promptly, showing the bubble count, without requiring manual refreshing.

Purchase Order

We have addressed an issue that caused Purchase Orders (POs) to appear blank when uploading large attachments on iPads. With this fix, POs will now display all relevant information correctly, even with sizable attachments.

Additionally, we have resolved the problem where the cost code field was automatically removed on mobile. We made sure only relevant cost-codes were shown. All assigned cost codes in the project and those removed will now be visible and retained as intended.

Time Center and Timecards

Fixed the issue wherein users could see other users in Time Center and Timecards even without the correct permissions.

Drawing Notifications

Office managers, responsible for overseeing various aspects, can now quickly access important information. Whenever a pin is added to a drawing, they will receive detailed notifications, facilitating better project management and coordination.

Forms

To ensure data integrity, when a form is included on the Notice Board and a user attempts to change its visibility from "Site or Safety" to "Company or Equipment," the system will prevent the change. A validation message will be displayed, listing all projects with conflicting notices and providing links for easy review and resolution.

Geofence Icon

In Time Center, the Geofence icon (also known as the earth icon) now represents Check-in and Checkout actions more intuitively. Before, it showed two geofence icons by default. Now, If a user is currently checked-in, only one geofence icon will be displayed until they check out. This icon is useful to quickly show if they checked in and out within or outside a geofence.

Material Log Date Change

Users with "Edit" permission can now modify the log date in project materials and this can be visible only when enabled in material settings (Dashboard > Settings > Modules > Materials).

RFI Drawing Reference

Referencing drawings in RFI has been made more convenient. A new link button shortcut has been added to quickly view the referenced drawing. Additionally, clicking "View PDF" in RFI will now generate not only the RFI information but also the referenced drawing.

Timecards Permission Improvement

We have enhanced time cards to be permission-based. Users will now only be able to see the time entries of other users if they have the necessary permissions.

Project-based Contacts Module

The buttons in the project contacts module have been optimized for a better user experience. They are now positioned side-by-side, and the '+Add Contact' button has been renamed to '+Create Contact' for clarity.

Purchase Order Enhancements

We have improved the Purchase Order (PO) module by enabling negative values for "QTY" and disabling negative values for "Unit Price." Existing POs with negative Unit Prices have been automatically adjusted to have a positive Unit Price and a negative quantity.

Change Order

An issue with the lump sum total rounding up decimal points has been fixed. The system now accurately displays the exact value with just the second decimal place rounding up.

Change Order Export

Previously, exporting multiple Change Orders in a project resulted in exporting all COs from all projects. This issue has been fixed, and now only the selected COs from the specific project will be exported.

Drawings Notifications

An issue with external users not receiving email notifications despite being added to the recipient list has been resolved. External users will now receive the necessary email notifications when added to the recipient list.

Dayview Report

A problem with the Dayview Report generation, where it included all POs from all projects, has been fixed. The report will now only include POs associated with the specific project.

Time Center and Timecards Date Range

An issue that restricted users from selecting a date range longer than two weeks in various tabs (People, Equipment, Material, and Reports) has been resolved. However, for "Export" in grid view, the date range is defaulted to a maximum of 2 weeks to maintain proper formatting.

Enhancements to the Team and Contact Module

In our commitment to enhancing the user experience, we've introduced significant improvements to the Team and Contact sections to match the structure of our Team page in Web

1. Team:

2. Contacts:

Clearer Material Management

To prevent any confusion, we have renamed the "Add Material" option as "Add Material Log" in the Materials section.

Color-Coded Status Icon for Equipment

To quickly understand the equipment status, we've added the color-coded status icons for equipment to the mobile list. Users can now easily identify equipment conditions such as Excellent, Good, Fair, Poor, Damaged, Missing, or Out-of-Service.

Optimized Time Center Experience

Improved mobile navigation and views of Time Center for easy navigation and understanding.

Menu Access Enhancement

To minimize confusion and errors, the menu can now be accessed solely through the designated "☰" button. This change removes the ability to open through sliding left and prevents unintended menu openings, leading to a smoother navigation experience.

Enhanced Timecard Permissions

We've Improved timecard permissions for mobile users. Those users with only Timecard - “view (eye)” permissions will no longer be able to view other users (and see time as “0”), reinforcing data privacy.

Smooth PDF Scrolling

Resolved the scrolling issue with PDF attachments on Project Notice Boards (for Pixel Android mobile users only) . PDFs can now be scrolled smoothly.

Punch Item Duplication Fix

Addressed the problem of duplicated Punch Items arising from overclicking the "Duplicate" button. The issue has been resolved, preventing unwanted duplications.

The product team is working on further enhancements to improve behavior before the major redesign planned for 2024.

Submittals "More ..." Button Fix

Fixed the non-functional "More ..." button in Submittals for mobile and tablet users. The fix ensures that clicking the button will display the associated actions as intended.

Form Creation Authorization Fix

Fixed an issue where users without the Form - "+ Create" permissions were able to select the "Submit" button, leading to unintended form creation. The fix ensures that only users with the correct permissions can create forms.

Equipment Records Page Clarity

We've improved the maintenance tab on equipment to provide clearer wording and an improved date format. These changes are aimed at preventing any potential misunderstandings and enhancing clarity.

Images in Company Notices

Communication is now more dynamic with the ability to include images directly within the editor for company notices.

Project Map Pin Color Synchronization

Locating your project on the map is now easier. We've synchronized project colors with map pin locations, making the map more intuitive to use. You can customize the project pin color to match your preferences by navigating to a project, selecting Project Settings, and finding the "Calendar Color" option. This option, also used to define the color of a project from the calendar view, will be renamed shortly.

Attachments for Power Modules

To help simplify information sharing, we've added the option to upload "Project documents" when adding attachments to your RFIs, Change Orders (COs), and Submittals. Documents already stored in SiteMax can be easily included.

Message Permissions Logic

We’ve improved the logical behavior when permissions for messages are removed. In cases where users were already added to threads, this update disables direct messages for the affected users, ensuring clarity of who is currently included in the thread.

Task Creation Clarity Improvement

To eliminate any confusion in To-Do task creation, we've updated the label from 'Start Date' to 'Due Date' for milestone/due date tasks No change to our scheduled tasks (created from a scheduled list: with a start and end date) or the calendar view.

Improved PDF Handling for Keyboard Shortcuts

We've included shortcuts to open multiple PDF files using the keyboard. Now, using Ctrl + click (for Windows) or cmd + click (for Mac) to open a PDF file in a new tab works seamlessly, allowing users to efficiently review multiple files simultaneously.

RFI Closure Issue for Edit Permissions

We have resolved the issue where users with RFI - Edit permissions (pen icon) encountered difficulty closing RFIs.

Cost code Disappearance Issue

In response to user feedback, we've fixed the problem where cost codes were disappearing upon saving, when removed from the project or deleted, causing confusion. Moving forward, cost codes will be consistently retained, providing a reliable and hassle-free experience.

Time Entry with an Equipment Issue

Fixed the issue that when a user had only view permissions for “Timecards” and “Timecenter”, they would encounter an error when logging time for themselves with a piece of equipment. It would result in them creating the user time and the equipment time but not linking those time entries. It would give them the error “Object not found”.

Thank you for choosing SiteMax! We're committed to continuous improvement. As always, your feedback is invaluable to us. If you encounter any issues or have suggestions, please reach out to our support team at support@sitemaxsystems.com.

1. Reports

We've added tooltips to provide more context when adjusting permissions for each site, safety, and equipment report.

2. User Phone Copy

Now you can easily copy a user's phone number by clicking on it in the "Users" tab from the People module.

3. Adding Equipment to Projects

We added a 'Add to Project' button next to the "Add Equipment" button in the Equipment module, making it more intuitive to move equipment to a project and create a log.

4. Improved Wording in Permissions:

Refined the tooltip language in the "Projects & Projects (assigned)" permission, adding clarity with the inclusion of "Crews".

Projects Permission:

Projects (assigned) Permission:

5. Creating Site and Safety Reports:

6. Form Builder - "Select" options sorting:

In the Form Builder, under the Select component > Select options, we've added the ability to order or re-order all options.

This allows you to organize items alphabetically (ascending or descending) or arrange them according to your preference, making it easier to handle additions.

7. Permissions Template Enhancements:

We've added a "Tier" column in the permissions template. This helps users identify whether the permission template is for "User (full user)", "Lite User", or "Collaborator (Free User)". It clearly indicates what template will result in a paid or free seat when applied to users. Next will be color-coding for each permission.

8. Statuses for Forms:

Previously, users used "Labels" as the main visual indicator for forms progress. Now, we've introduced "Status". Use "Status" to track the workflow of your form, and reserve "Labels" for other useful information to highlight. Enable and create statuses for your forms under Form Settings in the Company Settings.

Stay tuned, as we will enable a form field or a submit button to set the new status value, allowing you to create advanced workflows.

9. Improved Cost Code Filtering in Time Reports:

Previously, you couldn't filter for "Unique Cost Codes" created for a specific project. Now, you can filter all cost codes, including the unique ones. (What is a Unique Cost Codes?)

10. Enhanced PDF File Naming:

When you create a report and click "Save & Email," it will now generate a PDF with a more organized file name. For example, "Mechanical Inspection Report - 2023-03-30.pdf" instead of a random combination of letters and numbers.

11. Project Color Synchronization:

We recently introduced a feature where map pin locations on the project map view will match the project color. To make it easier to find, we've changed the term "Calendar Settings" to "Project Color (Calendar and Map)" as it defines the color of the project in both views.

Before:

After:

12. Equipment Permissions Enhancement:

Even users with "View" only permission can now scan equipment to easily identify an equipment and complete a report.

Additionally, we've implemented Geofence Icons for consistency with the Web:

6. Intuitive Time Entry Search:

We've added a search bar (for names) and filters (for names or tags) to simplify the process of finding time entries for a selected period within the TimeCenter.

1. Equipment Reminder Notification:

Previously, when selecting the "Is rental Item?" option in the equipment detail page and setting a return notification for a specific user, no reminders were being sent (via push, bell, or email notification) on both the Web mobilebile platforms. This issue has now been rectified. Users will receive a reminder at the specified date and time.

2. Conversation Status for Users:

Users were recently experiencing an issue where they could see "Disabled" status in all conversations for users on old permissions. This issue has been resolved. Users with the correct permissions can now freely exchange messages, while those without the permissions will see the "Disabled" label.

Before:

After:

3. Submittal Number Duplication:

In the Submittal module, an issue happened where newly created submittals were receiving repeated submittal numbers without the system recognizing them as duplicates. We have fixed this issue, and submittals will now be numbered correctly.

4. CSV File Delivery in Records:

Users were encountering an issue in the Dashboard> Team > Records section where they were not receiving CSV files via email for contacts records, despite it being logged as "sent" in the events log. This issue has been resolved, and users will now receive the files as expected.

5. Overtime Rules in Time Configuration:

In Dashboard>Company setting > Module > Time > Time configuration > Overtime Rules, an error occurred when checking the "default" checkbox and saving it. This caused the time rules to disappear and resulted in an unexpected error. This issue has been addressed and rectified.

6. Exporting Custom Time Report:

A customer reported an issue with the custom time report in the "Time Center", where it wasn't exporting correctly when filtered. Previously, it would export all data, even when filtered. This has been corrected. Now, when filtering a custom time report, it will only export the filtered data, not all the data.

1. Punch Item Value Display:

We've resolved the problem where the Punch item value wasn't displaying on the web after being added from a mobile device. While the value could be seen on mobile and in reports, it wasn't appearing on the web interface. Now, the value field will show up properly on the web once it's been updated.

2. Dashboard Tag Section Duplication:

We've addressed an issue where performing various tasks like checking in, checking out, uploading photos, etc. could lead to duplicated tag sections in the filters on the company dashboard.

3. Subtask Creation Fix:

Resolved the problem on mobile devices where, despite having the "create" permission, users were only able to create tasks and not subtasks. Now, you can create both tasks and subtasks as expected.

Improved Project and Company Settings

SiteMax is adding more configuration and control over the key data to keep projects organized. We recently added divisions and are now giving your more control over locations. Phases and other critical lists will be added in the future.

To keep the menus organized we've made some helpful changes to the way you manage your projects and company settings. Here's what's new (Click the arrow to expand):

We've made some exciting updates to improve your form-building experience (Click the arrow to expand):

Users have the ability to change the status of a form. This can be done not just in Site and Safety Reports but now we have added this ability to Company Reports for all forms across all projects, as long as the status is enabled for that particular form.

We're excited to introduce some improvements to the Punch List module that will make your project management experience even better (Click the arrow to expand).

​Clearer User Permissions - We made it easier for users to understand pricing and permissions by assigning specific colors to different tier types: Collaborator is now displayed in a shade of light gray, Lite User in a medium gray, and User in a shade of blue. This way, users can quickly identify the impact of permission level on the tier pricing applied.

These columns will also appear in the improve PDF reports of CO logs.

Before, when you wanted to add recipients in RFI, you could only do it one user at a time, which could be time-consuming if you had many users to add. Now, there's a new option called "Add Crew" that lets you add multiple people at once, making the process much quicker and easier.

What is a Crew?

Crews are predefined groups of users within your organization. These groups are typically organized based on roles or responsibilities. So, if you have a team that works together frequently, Adding them as a crew could be a really convenient way to deploy them.

Stay tuned as we introduced external crews that will let you add a list of contacts quickly following the same principle.

In Submittals, the section to choose between “Vendor” and “User” was changed to “Contact” and "User” to avoid confusion. This allows users to easily choose from their contacts, whether they are clients, vendors, or others.

Here's how you can do it:

a. Go to Project Settings.

b. Click on Lists.

c. Select Specifications.

d. Next to the file, you'll see three dots. Click on them.
e. Choose "View Original Specbook".

This function will be available on mobile to allow field workers and other people on site to use it for reference.

Dispatch

In the Dispatch module, we introduced enhancements to our notification system for appointments and project assignments. One of these is the new section called "Messaging" in the Dispatch module's Settings. This section lets you tailor the messages and recipients for various events related to user actions, such as:

For each of these events, you can choose to send an email to the owner or the appointment team, or a notification to the owner or the appointment team. Additionally, in this new section, you can set up and define project assignments.

Also, changes include immediate handling of assign and unassign actions, standardized subject lines, improved body content with additional details, and a simplified display of site contact information.

Company Settings

Form Builder

Project Notices

Change Order

Punch List

Project Settings

Our team has focused on improving support services by gathering more information about mobile users. We've specifically addressed issues related to navigating different Android versions to ensure a smoother user experience.

Team

Tasks

Drawings

Notice Board

Submittals

Punch List

Project Settings

Resolved the issue where "Copy from existing" did not work from a form placed in "Recent Reports".

Siteflow is now available on demand. Watch for our future announcements for a full launch. You can now control the availability of Siteflow for both users and contacts in the Siteflow settings. A new checkbox allows you to easily enable or disable this feature for each. By default, Siteflow is enabled for both users and contacts but you can choose if only people in your users list can access it or if anyone with a phone number will be able to scan the QR and follow the steps

2. Project Contacts Organization

In Project Contacts, we've introduced new tabs for better organization: "Contacts" and "Companies." These tabs simplify interactions by providing distinct lists of contacts added to projects. You can filter, multi-select, and utilize action buttons. Additionally, “Add to Project” and “Add Contact” or “Add Company” will be available to users with the appropriate permissions.

3. Improved Print Quality Settings

When downloading any report, the print quality setting is now "High" by default, ensuring that your reports look good on paper.

4. Team Management Enhancements

In the Team module, we've refined some wording for clarity. The "Trade" category has been renamed to "Specialization" to prevent confusion with our Trade fields selection that looks at companies.

Additionally, the "Contacts" and "Companies" tabs now include a "Classification" alongside the existing "Category".

The same classifications used for your people, tools, and materials can now be used for your contacts for better organization.

5. Setting for Drawing revisions links

Opening a linked drawing pin can now consistently refer to the most recent version of the drawing. The default behaviour is to reference the revision that was existing at the time the links were created.

The users are, of course, always warned when they are viewing the oldest revision.

Now you can change that to always show the latest revision by default. For admins, go to Settings > Module > Drawings and check the relevant box.

6. Simplified QR Code Registration

New users scanning a QR code are prompted to enter their first name, last name, email, and company name. The registration process is now improved with an autocomplete feature for the company name field. The objective is to prevent creating duplicate companies due to spelling differences. If the company cannot be found the user then has the option to create a new company.

7. Geo-fence Validation Options

To satisfy some of our customers, we introduced the ability to prevent check-ins and check-outs outside of the project geo-fence.

The new checkbox options are in the Time Settings (Company dashboard> Settings > Modules > Time tab > General Settings button > Validation section). These options are "Disable Check-in Outside Geo-fence" and "Disable Checkout Outside Geo-fence." Each option comes with a tooltip or warning message:

This means that while these new options are available, we recommend using the default function that respects people's choices in providing their coordinates.

Warning: For this function to work, the SiteMax mobile application needs to be authorized to access the device location.

8. Permissions Update

Permissions related to message editing have been expanded to include Lite Users, allowing more than just full users to start messaging other users. Additionally, the tooltip for the "Manage" permission now clearly states, "Allows you to add/remove people and delete threads."

9. Push Notifications for Form Builder Forms

Introduced a new option, "Send Push Notification," in the form "Email Distribution Settings" of Form Builder forms. This checkbox allows you to enable “bell” and mobile push notifications. It’s accompanied by a tooltip to explain this work only when referring to users, not to email addresses that don’t exist in your list of users.

10. Improved Task Feature

We know how important it is to have all the details when you're assigning tasks. That's why we improved our "Task" module. Now, when you're working on a project and copy a task from another project, all the task and subtask descriptions will be copied as well. This makes it easier to have repeatable processes.

1. Forms with Custom PDF Names

Resolved the issue where forms with custom PDF file names were not downloading with their specified names when exported as a ZIP file. Now, ZIP files for PDF exports should accurately reflect the custom file names.

2. Time Center Export Fix

Fixed an issue preventing users from exporting time entries in the Grid View of Time Center or Timecards for pay periods over 14 days. Users can now export time for up to 16 days without encountering errors.

3. Punchlist Completed Date Preservation

Addressed a bug in Punchlist where checking the completed checkbox while creating the punch item cleared the date. The completed dates are now preserved, ensuring the consistency of the data when performing this action.

We have some exciting plans ahead to enhance our Drawings module. One of them is “Locations”. Now, when editing a drawing or performing bulk edits, you can easily include a designated "Location."

In individual Drawings:

If multiple Drawings:

This enhancement extends to the filters in drawing modules, simplifying the sorting process based on location for a more organized workflow. When we extract locations from drawings in the future, we will be able to facilitate creating your masterlist. Location will also be a great way to link documents, tasks, RFI, CO, punch items before you even pin them.

Enhance your system's usability with our updated Purchase Orders. We've added a new filtering option based on Cost Codes, making it simpler for you to manage and find your purchase orders efficiently. Any PO that has a line item with this cost code will be listed.

We've made it easier for you to organize and categorize workt items by introducing multiple location levels. Now, you can have up to 4 levels of locations for your Punch items, RFI, CO, submittals and drawings. To help you understand the hierarchy, we've included a "Level" column in Locations. The number of arrows to a location indicates its level – two arrows mean it's on the sub-sublocation, for example. You can access this feature in Project Settings and control what will be availble for everyone to select per project (Dashboard > Select a Project > Project Settings > Lists tab > Locations).

To enhance communication and make things clearer, we've updated the Notices settings (located in Dashboard > Settings > Modules > Notices). Now, when you visit Notices Settings, you'll notice two new columns: "Context" and "Type." The "Context" column tells you where to find the notices, and the "Type" column specifies the type of notices.

These are:

This improvement ensures that everyone is well-informed about the nature of each notice, promoting better organization and preventing confusion. Wondering what SiteFlow is? Reach out to your CSM to learn more and get early access.

To keep your data safe and accurate, we've made an update. Once you create a notice, you can no longer change its type. This helps maintain the reliability of stored data, especially for specific notices.

If you ever need to switch a notice's type, our recommendation is to create a new one with the correct type and delete the one that needs changing.

Note: Even if we disabled changing the type of notices, everything else is still customizable for other aspects of the notice, such as its background color, title, and attachments.

Now, all PDF files in SiteMax can be opened using our new PDF interface. This update gives you a wide range of tools with more upcomingfeatures to better manage and collaborate on documents.

We wanted to give our users more freedom to customize their forms because we understand that forms can vary in terms of conditions and requirements. That's why we introduced a 'Multiple Selection' feature for the Custom mode in the "Select" component option under "Input Component." Now, you not only have the ability to create personalized options but also allow users to select multiple choices at once.

When editing the form:

When filling-out the form:

On the Maintenance page of the Equipments module (Dashboard > Equipment), we've made it easier for users to control what they see and how the table columns are arranged. Now, users can rearrange and hide columns based on their personal preferences. This gives users more control over their views, helping them work more efficiently and comfortably in their role. We will soon provide an export function.

1. CSV Export in Siteflow Events

2. International Phone Number Support

3. Punch List Improvements

4. Division Management Enhancements

5. Location Features in RFI, Change Order, Submittals and Punch list

6. External Crew Addition in Team > Crew Tab

1. Notice Settings Enhancement

2. Submittals Mark-Up Error Resolution

Project Editing Enhancement

We recently introduced a feature to notify users on mobile devices if a project number already exists when creating a project. However, during testing, we identified an unintended behavior where the warning message also appeared during project editing. To address this, we have improved the system by eliminating the validation message that compares the project number to its own number during editing. This enhancement ensures that the warning message will only appear when creating a project, providing a smoother editing experience without unnecessary alerts.

Simplified Team Structure

To make user management more straightforward, we've made changes to our company's team structure. Now, adding users can only be done at the company level. If you need to add an existing user to a specific project, you can find that option at the project level. This update aims to reduce confusion and streamline the user addition process.

Contact and Company Management Improvement

In our ongoing efforts to simplify processes, we've revised how contacts are managed in the system. Adding a contact or a company can now only be done at the company level. If you want to include an existing contact or company in a project, you can access that option in project-level contacts. This enhancement is designed to prevent confusion and provide a clearer process for managing contacts.

We addressed an issue where the visibility of a form differed between mobile and web platforms when "Restricted Visibility" was selected. Previously, users with the right permissions faced challenges in adding or filling out forms if they were not part of the group managing and viewing completed forms. With this fix, users with the correct permissions can now create forms seamlessly, regardless of their inclusion in the group with access to completed forms in "Restricted Visibility."

User Addition Error Fix

A problem was identified where an error message stating 'Role is required' would appear when attempting to add a new user. We've resolved this issue, and now users with the correct permissions can add new users without encountering any obstacles.

Improved Date Filtering

We've improved consistency in how data is filtered when you select start and end dates. Now for every logs you filter, when you pick a start date, it includes data from 00:00:01 am onward on that day. Similarly, selecting an end date includes data up to 11:59:59 pm on that day. This adjustment ensures more accurate and inclusive results when using the same start and end dates for example.

Crews Module Enhancements

In the previous update, we introduced the ability to add external contacts to Crews made of contacts (you can find this feature in the Dashboard under the Team module, specifically in the Crews tab). To make things even easier, we added new filters: Internal and External to filter by Crew type, as well as filters for Users and Contacts to filter by who is part of a Crew.

Video Inclusion in Notices

When creating notices in the Siteflow tab and selecting the "Media" type, you can now include videos in addition to pictures, forms, and text. This enhancement provides a broader range of communication options, allowing you to convey information more effectively to your users.

QR Log/Events Feature Enhancements

The QR Log/Events feature in the team module is designed for users with the right permissions to show events that happened in Siteflows, such as when users open, complete a step, or complete the entire Siteflow. In the previous update, we introduced a "CSV export" option and now we’ve added another option, the "Export PDF" with an aggregation of event providing counts. This improvement is designed to make it easier for users to keep track of subs activities and analyze events from Siteflow at a macro level.

Siteflow Permission Settings

We’ve built Siteflow and made a lot of improvements to it, aiming to simplify the user’s experience. As we continue to evolve, we're introducing Siteflow permissions settings to give users more control. With these settings, users with the right permissions can manage what others can do and access in the system. This not only makes things simpler for everyone but also ensures the system's integrity.

Here's a breakdown of the permissions:

These permissions help you control how each user can interact with Siteflows.

Notices Settings Tabs

Easier now! In the Notices settings, we introduced two tabs: "Siteflow" and "Day View." These tabs help users know where their notice will show up or be usable. For instance, if you want to make a new notice for the "Notice board" in the Day View of projects, the tabs help you quickly find where to create it – it's in the "Day View" tab ( Dashboard > Settings > Modules > Notices tab).

New Notice Type: 'Last Report'

We've introduced a new notice type, 'Last Report'. This new step for Siteflow can be found in the Notices settings under the Siteflow tab. This feature allows users going through a Siteflow to view the pdf of a specific and most recent created form within a project. Users can choose which site or safety form to display and control further which report to show using the form's 'status,'. This feature is designed to dynamically show the most up to date project information. For example, you could choose to show the latest Safe Work Procedure PDF on that project, but only for the one where the status is "reviewed.”. [Add link to form status article]

Contacts Module Issue Resolved

In the contacts module, there was an issue with selecting all contacts and exporting them to a PDF. The checkbox didn't indicate the selection, and the PDF displayed an empty list. This problem has been fixed, and users can now use the contacts section without any issues. Selecting all contacts and exporting to PDF will work correctly.