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Quick, Help!

Quick, Help!

Quick Tips & Tricks

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16 articles in this collection
Written by Danny Ballance
Dashboard

Blank White Screen?

I'm on dashboard, my projects are missing. There's just a blank white screen.
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Written by Danny Ballance
Updated over a week ago
Team

Block and Unblock Users

How to Block and Unblock Users | Remove, Delete, Reinstate and Re-add. Remove user access. Prevent login from employees no longer with you.
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Written by Danny Ballance
Updated over a week ago

Team - Filter Users

Set Filters in Team to make managing and sharing access easy
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Written by Danny Ballance
Updated over a week ago
Settings

Table Header Settings

Some tables in SiteMax have optional and rearrangeable table fields.
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Written by Danny Ballance
Updated over a week ago

Cost Code Distribution

Add Cost Codes to Projects through Company Settings.
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Written by Danny Ballance
Updated over a week ago

SiteMax Quickbooks Integration

Connecting Quickbooks Online with SiteMax through Integrations
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Written by Danny Ballance
Updated over a week ago
PM Features

Locations/Sub Locations

Setting up Locations and Sub Locations in Punch Lists, RFIs, Change Orders.
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Written by Danny Ballance
Updated over a week ago
Time

Reviewing Check-Ins

How to keep track of users when using timecard checkin/out features.
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Written by Danny Ballance
Updated over a week ago

Geo-Fence Flag

Confirm users are within the Geo-Fence Radius set per Project
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Written by Danny Ballance
Updated over a week ago
Contacts

Creating a Contact in SiteMax

How do I log a contact, client or vendor in SiteMax?
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Written by Danny Ballance
Updated over a week ago

Archiving Contacts

Don't delete, save for later. Archiving contacts is the best way to clean up contact lists in the system.
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Written by Danny Ballance
Updated over a week ago

RFI & Change Order Contact Recipients

How can I deliver an RFI or Change Order (PCO) to a contact without granting them system access?
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Written by Danny Ballance
Updated over a week ago
Permissions

Records Permissions

How to setup users with access to records.
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Written by Danny Ballance
Updated over a week ago

RFI Permissions

Setting up users to access RFIs.
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Written by Danny Ballance
Updated over a week ago

Timecard Permissions

Setting up users to access Timecards and Timecentre.
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Written by Danny Ballance
Updated over a week ago

Change Order Permissions

Setting up user permissions to access Change Orders
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Written by Danny Ballance
Updated over a week ago