GET STARTED - CLIENT

Quick overview on how to user SITE BOX.

INDEX :

1. CLIENT TEAM - CHECKLIST

2. REPLY TO CHECKLIST

3. MY CHECKLIST - SUMMARY PAGE

1. CLIENT TEAM - CHECKLIST

1. CHECKLIST - Click on checklist to view drop down.

2. ADD - Click the add button to create a new checklist item.

3. ADD CHECKLIST DETAIL - Add name, comments & drag & drop photos or documents.

4. ACTION BY - add the email address of who you want to complete the work.

5. DUE DATE - add the date you want this item to be completed by.

6. EMAIL - Send the checklist item as an email. When a person receives an email from the SITE-BOX checklist they can respond to the email like any normal email. There email response will be automatically uploaded to the SITE-BOX checklist.

7. SCHEDULING or REMINDERS - Schedule an email to be sent at a later date. This will be sent "X" number days before the due date.

8. SAVE / SEND

9. SEARCH or SORT BY - My Checklist , Due Date , Email, Items Name or Most Recently Updated.

2. REPLY TO CHECKLIST

Note: CLIENT TEAM users can reply by Email or Web interface.

10. REPLY TO CHECKLIST - Select checklist item, click on "New Comment" and complete form.

11. Click on one of the 3 options to save & send the checklist with a colour coded status update.

3.3.2 Email Reply copy.png

NOTE : Users can also reply to email send/received by Site Box. The response will automatically upload into your checklist with a default RED bullet point & due date of the following day.

  1. EMAIL FROM - You have received an email from the Site Box checklist.

  2. REPLY - Click reply (like any other normal email). Your reply will be uploaded to the Site Box checklist.

  3. PDF - This is a PDF of the checklist history & links to attachments.

12. HISTORY - Select any checklist item to view the correspondence.

3. MY CHECKLIST - Summary Page

1. My Checklist - This is a summary of checklist items YOU need to action (sorted by Due Date).

2. MENU - Edit Profile & HELP

3. PROJECT LIST - Click project name to view drop down project details.

4. GO TO CHECKLIST - Click on Project Name to open the project checklist details page.

5. STATUS SUMMARY - This is a summary of items you need to action & current status ie BLUE (New items), RED (RFI), YELLOW (In Progress) & GREEN (DONE).