Review and Submit a Daily

4 min read

Available now on Beta, This feature is in beta testing and will roll out to everyone soon.

What is this?

The daily report shows the whole day on one page. You see crew, assets, materials and production by phase code, with totals and cost. You add notes and photos, check the weather, and submit the daily for review.

The daily report with production, T&M and crew sections

Who's this for?

Foreman, check the day and submit it.
Superintendent, review the daily before you approve it.
Project manager, see cost and production per phase code.

How to use it

Step 1: Open the report

After the production step, the Daily Report opens. The header shows the project, date and status, with T&M, Plan Tomorrow and Attestations.

Report header with T&M, Plan Tomorrow and Attestations

Step 2: Check each section

Each section shows hours by phase code with a total and cost. Click Edit on a section to go back to that step.

Production, T&M and Crew sections with Edit buttons

Step 3: Add notes, photos and weather

Scroll down. Check the totals and Cost per phase. Fill in Notes, add Photos, and check Weather and the Site map.

Totals, JHA / Bulletin, Notes, Photos, Weather and Site map

Step 4: Review T&M tickets

Click T&M to see the extra-work tickets for the day. The owner rep signs each ticket.

The T&M tickets window with ticket lines

Step 5: Send attestations

Click Attestations. Each worker confirms their hours and breaks on their own phone.

Attestations, Everyone signs on their own phone

Step 6: Submit the daily

Click Submit Daily to send it for review. Click Save as Draft to finish later.

Back, Save as Draft and Submit Daily buttons

Step 7: Know when it is locked

After approval, a banner says the daily is read-only. Reviewers see Finalize and Decline instead of Submit Daily.

Banner on an approved daily that says it is read-only

The full details

Totals: Labor and asset hours for each phase code.
Cost per phase: The cost for each phase code. A warning lists anyone with no rate set.
Production per phase: The quantity built for each code.
JHA / Bulletin: Safety posts for the project.
Notes: Anything the office should know.
Photos: Drag and drop, or browse to upload.
Weather: Filled from the site location. Click Edit to correct it.
Site map: Where the day's assets reported.
Plan Tomorrow: Plans the next day's work.
Status badge: Shows Draft, Submitted, Approved and more under the project name.