Documentation
MAX CCS Documentation
Guides for every module — from your first-day setup to the finest details of running projects, procurement, subcontracts and cost control.
CRM10
CRM Dashboard
The CRM Dashboard is your sales
Sales Pipeline
The Sales Pipeline is a Kanban
Pipeline Stages (setup)
Pipeline Stages is where you define
Leads
The Leads screen is your CRM pipeline
Convert a Lead
Use this screen to turn a won lead
Proposals & Quotations
The Proposals screen is where you
Proposal Builder
The Proposal Builder is the single
Clients
The Clients screen is your master
Contacts
The Contacts screen is your directory
My Tasks (CRM)
My Tasks is your personal CRM to-do
Projects14
Projects — list & new project
The Projects screen is your master
Project Workspace — all tabs
The Project Workspace is the single
Project Programme (schedule)
The Programme board is where you
Interim Payment Certificates (IPC)
Interim Payment Certificates value
Task Categories — group your task library
Task Categories groups the items
Task Library — reusable schedule tasks
The Task Library is your reusable
Variation Orders
Variation Orders (VOs) let you
Project Performance
The Project Performance screen
Schedules
The Schedules screen is where you
Sites
The Sites screen is where you keep
Daily Site Report
The Daily Site Report (also called
Site Reports & Review
The Site Logs screen is where daily
Tasks
The Tasks screen is a read-only
Contacts
The Contacts screen is your central
Procurement Dashboard
The Procurement Dashboard is your
Purchase Requests
Purchase Requests (PRs) are how
Equipment Demand
The Equipment Demand screen brings
Requests for Quotation (RFQ)
Use this screen to invite vendors
Vendor Quotations
Vendor Quotations let you record
Purchase Orders
Purchase Orders (POs) are the formal
Goods Receipts (GRN)
Goods Receipts record what you
Vendor Invoices
Vendor Invoices is where you record
Vendor Payments
Vendor Payments is where you record
Vendor Performance
Vendor Performance scores every
Procurement Reports
Procurement Reports is your reporting
Item Master & Categories
The Item Master is your central
Approval Flows (Procurement)
Approval Flows let you decide who
Inventory Dashboard
The Inventory Dashboard is your
Warehouses
The Warehouses screen is your register
Current Stock
Current Stock shows your live inventory
Material Requests
Material Requests are how your
Material Issues
Material Issues record stock going
Material Returns
Material Returns records materials
Warehouse Transfers
Warehouse Transfers move stock
Stock Adjustments
Stock Adjustments let you correct
Vendor Returns
Vendor Returns record stock you
Stock Reservations
Stock Reservations let you set
Physical Stock Count
Physical Stock Count is where you
Tools & Equipment (and Plant on Hire)
Tools & Equipment is your register
Inventory Reports
Inventory Reports is the reporting
Finance17
Finance Dashboard
The Finance Dashboard is the landing
Financial Statements
Financial Statements is the reporting
Chart of Accounts
The Chart of Accounts is the master
Journal Entries
Journal Entries is where you record
General Ledger & Trial Balance
The General Ledger and Trial Balance
Customer Invoices & Receipts
Customer Invoices is where you
AR Aging (Receivables)
The AR Aging report shows every
AP Aging (Payables)
The AP Aging report shows every
Bank Accounts & Reconciliation
Bank Accounts is where you register
Petty Cash
Petty Cash is where you set up
Post-Dated Cheques
Use this screen to track cheques
Project Finance & Cost Trend
Project Finance is where you watch
VAT Returns
VAT Returns let you calculate
Fixed Assets, Categories & Depreciation
Use these screens to keep your
Fiscal Years
Fiscal Years is where you define
Cost Centers & Cost Codes
These two screens hold the coding
Tax Rates & Finance Settings
These two screens control the tax
HR Dashboard
The HR Dashboard is the landing
My Team
My Team is your at-a-glance dashboard
Employees
The Employees screen is the master
Departments & Designations
Departments & Designations is where
Attendance
The Attendance screens let you
Leave Requests
Leave Requests is where you raise
Leave Types & Holidays
These screens are where HR defines
Performance
Performance is where you run staff
Training
Training tracks who has been assigned
Disciplinary Actions
Use this screen to record and track
Employee Assets
Employee Assets is your single
Site Assignments
Site Assignments is where you roster
Credential Expiry
The Credential Expiry screen is
Exit Management
Exit Management is where you record
HR Reports
HR Reports is your central hub
Payroll & Payslips
Payroll is where you run each month's
GOSI Contribution Register & Settings
The GOSI area is where you review
WPS / SIF Export
Use this screen to turn an approved
Loans & Advances
Loans & Advances is where you raise
Leave Salary
Use this screen to pay annual leave
Reimbursements
Reimbursements is where you record
Air Tickets
Air Tickets is where HR and payroll
Overtime
Use the Overtime screen to record
Batch Salary Increment
Batch Salary Increment lets you
End-of-Service Accrual
Use this screen to build your end-of-service
Salary Components
Salary Components is where you
Benefit Types
Benefit Types is where you define
Employee Categories & Benefits
Employee Categories are the grade
Labour10
Labour Dashboard
The Labour Dashboard is the at-a-glance
Labours (Own, Contract & Pool)
Labours is where your entire workforce
Labour Attendance
Labour Attendance is where you
Labour Requests
Labour Requests is where project
Project Labour Allocation & Replacements
Use these screens to put the right
Rate Cards & Cost Rates
Rate Cards and Cost Rates are where
Labour Policies, Calendar & Expiry
These screens set the single source
Labour Allocation
The Labour Allocation register
Shifts — working patterns
Labour → Shifts defines the working
Attendance Approval Flows
Labour → Attendance Flows defines
Plant Dashboard
The Plant Dashboard is your fleet
Fleet Register (Plant Assets)
The Fleet Register is where you
Plant Utilization
Plant Utilization is the fleet-wide
Plant Maintenance & Work Orders
The Plant Maintenance screen is
Plant Hire
Plant Hire is where you record
Plant Charge-Outs
The Plant Charge-Outs register
Plant Costing
Plant Costing shows what each machine
Plant Compliance
The Plant Compliance register lists
Plant Categories (setup)
Plant Categories is where you group
Subcontracts Dashboard
The Subcontracts Dashboard is the
Subcontract Register
The Subcontract Register is where
Subcontract Payment Certificates
Subcontract Payment Certificates
Subcontract Variations
Subcontract variations (VOs) record
Subcontract Retention
The Retention register is a read-only
Documents Workspace
The Documents Workspace is your
Sharing Groups
Sharing Groups let you bundle several
Document Approvals Inbox
The Approvals inbox is your one
Submittals
The Submittals register tracks
RFIs (Requests for Information)
The RFI register is where you raise
Transmittals
Transmittals are numbered cover
Approval Flows (Documents)
Approval Flows define how a document
Reports Hub
The Reports Hub is your one-stop
Custom Report Builder
The Custom Report Builder is where
Report Viewer & Built-in Reports
The Report Viewer is the shared
Settings — company, regional, branding & documents
Settings is where you configure
Users — manage your team
The Users screen is where you add
Custom Fields — design your own fields
Custom Fields lets you add your
Feature Flags — turn behaviours on or off
Feature Flags let you switch optional
Security Policy — passwords, sessions & lockout
The Security Policy screen is where
Document Numbering — prefixes, widths & next numbers
Document Numbering lets you control
Roles & Permissions
Roles & Permissions is where you
Role Members — who has this role
This screen lets you decide which
Role Assignments
Use this screen to give one specific
Vendors Dashboard
The Vendors Dashboard is your at-a-glance
Vendor Register
The Vendor Register is your single
Labour Supplier — Payable, Policy & Supplies
These three screens handle the
Vendor Portal — Dashboard
The Dashboard is the first screen
Vendor Portal — RFQs & Quotes
Use these screens to see the Requests
Vendor Portal — Labour
The Labour Pool is where you register
Vendor Portal — Rate Cards, Skills & Availability
These three screens are where a
Vendor Portal — Payable
The Payable screen shows what you
Vendor Portal — Subcontracts & Payment Applications
This is where you see the subcontracts
Vendor Portal — RFIs & Submittals
These two screens are where the
Vendor Portal — Equipment Catalog
The Equipment Catalog is where
Vendor Portal — Team & Profile
Manage who from your company can
Vendor Portal — Data Import
Data Import lets you bring your
Employee Self-Service — Dashboard & Profile
These two screens are your starting
Employee Self-Service — Attendance, Leave, Payslips & Documents
Your personal self-service area
Two-Factor Authentication
Two-factor authentication (2FA)
Login History & Active Sessions
The Login Activity screen shows
Super Admin Dashboard
The Super Admin Dashboard is the
Tenants
The Tenants area is your register
Subscription Packages (Plans)
Subscription Packages define the
Modules Catalogue
The Modules Catalogue is the master
Labour Profiles (master data)
Labour Profiles is where you maintain
Onboarding Scheduling
The Onboarding Scheduling screen
Support Docs Editor
The Support Docs Editor is where
Mia Console
The Mia Console is where you monitor
Reserved Subdomains
Reserved Subdomains is where you