SiteBook Tips

With SiteBook, It’s easy to share the latest version of Plans and Specifications for a Job, with your trades ( or subcontractors). Here is how: [mt_clear padding=”40″] [mt_lineheader size=”2″ align=”left”] 1. Upload the Plans and Specifications [/mt_lineheader] From the Main Menu (Click on the SiteBook logo to get to the main menu): 1. Select Work…

You can manage subcontractor agreements using SiteBook, making it easy to “generate” an agreement for a specific contractor with Business Name & Date inserted automatically, then email a copy to the contractor,  collect signed copy from the contractor, then review & approve the Agreement. Here is how to prepare the document: [mt_lineheader size=”3″ align=”left”] 1.…

In SiteBook, you can set the status of a work site to in-active, and it will disappear from the Site List page. 1. Main Menu => Site List => click on site name => Update Site Information. 2. Un-check the Active checkbox (see picture blow) 3. Save you change by clicking “Site Page”.  

Emails sent from SiteBook on your behalf, generally do not end up in the recipients “Junk Mail”, because we go to great lengths to make sure we abide by the email delivery rules & standards. However if you change the “Email From” in a template from the default “mail@sitebook.com.au” to your email address, then that…

You can setup SiteBook to so that emails appear to be sent from your email address @ your company domain name. The benefits are that you will receive any out-of-office replies, and any notification of undeliverable emails, (usually due to an incorrect email address) so you can fix and resend the email. By default, emails…