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Using the app / Daily log

Daily log

Record each day on site in the Daily Log, copy entries from a previous day, complete and reopen a day, and export it to PDF or CSV.

On this page

Watch the walkthrough · 2:18

Add a note to the daily log

  1. 0:00Confirm the project and day
  2. 0:19Find the Notes section
  3. 0:52Write the field observation
  4. 1:14Save and inspect the entry
  5. 1:32Move to the previous day
  6. 1:48Return to the day
  7. 2:04Read the saved observation again
Read the transcript

Start with the project and date. We are in the local sample project's Daily Log, which opens on today. A useful field note tells the next reader what happened, where, and what needs attention next.

Scroll to Notes. This section has its own entry form. Keep an observation specific enough that another team member can understand the location, the time, and the next check without asking you to reconstruct the day.

Our invented example records an access check at the east corridor, the time, and a follow-up before the delivery. The unique demo reference distinguishes this sample note from other recordings. Replace the example with facts you actually observed on your project.

Select Create in the Notes form. Wait for the new row to appear, then read the saved comment. Checking the row confirms the submitted text reached the day's log instead of remaining only in the form.

Use Previous Day to leave this day's view. Each day has its own log. The Today link lets us return to the day where we created the note and check that the saved entry is still there.

Select Today to return to the day where we created the note. Check the displayed date, then return to Notes to find the saved observation.

Here is the same note in the Notes table after returning to the day. Read the time, location, observation, and next check. We have saved a specific field note and confirmed that another reader can find its context again.

The Daily Log is one page per day for the project: weather, crews, work, deliveries, visitors, delays and the rest. Open it from the project’s Project Tools menu. It opens on today.

Daily Log for a sample day with day navigation, tiles for workers, man-hours, entries and weather, a Day open notice, tabs for all 16 log types, and the Observed Weather Conditions section with one entry (overcast, mild, wet and muddy ground, no delay) above its quick-add row.
One page per day: the totals at the top, a tab per log type, and a weather entry above its quick-add row. Sample data, recorded in the app.

Move between days

Use ← Previous Day and Next Day →, or pick a date in Jump to date and click Go. You can’t move past today. The cards at the top total the day’s Workers, Man-Hours and Entries.

Log types

Each day has a section per log type. Open a section and add an entry; each saves on its own.

Section What you record
Observed Weather Conditions Time, sky, temperature, wind, ground, precipitation, and whether it caused a delay
Manpower Company, workers and hours, with cost code and location
Notes Notes and issues by location, with attachments
Visitors Who came on site, and when
Deliveries Time, who it came from, tracking number and contents
Equipment Hours operating and idle, cost code, location and inspection
Accidents Time, who was involved and their company
Phone Calls From, to, start and end, description
Delays Type of delay, start and end, cost code and location
Dumpster Dumpsters delivered and removed, by company
Productivity Material delivered and used, by line item and location
Quantities Quantities of work in place, with unit, cost code and location
Safety Violations Time, subject, who it was issued to and the safety notice
Waste Material, quantity, method and disposal location
Scheduled Work Resources and companies scheduled, workers, hours and whether they showed
Plan Revisions Title, plan number, revision and category
Manpower section of the Daily Log with one entry: Pacific Concrete Co., 6 workers, 8.0 hours, 48.0 total hours, cost code 03-300 Cast-in-Place Concrete, and a comment, with a total row and the quick-add row for company, workers, hours, cost code, location and comments.
A manpower entry: workers and hours give total hours, coded to a cost code. Sample data, recorded in the app.

Add a note and check it saved

In Notes, write the time, place, what you observed and the next check, then select Create in the Notes form. Read the new row in the Notes table. To confirm it is filed under the right day, leave with ← Previous Day, return with Today, and find the same row.

The Notes form with an invented sample observation about east corridor delivery access being typed into Comments.
Step 3Write the field observation · sample data, no sound
The Notes table showing the saved sample observation as a new row.
Step 4Save and inspect the entry · sample data, no sound
The Daily Log back on the day the sample note was created, with the day's totals at the top.
Step 6Return to the day · sample data, no sound
The same sample note visible in the Notes table after navigating to the previous day and back to today.
  1. ← Prev and the day being viewed. The walkthrough leaves with Previous Day and comes back with Today.
  2. Notes and its entry count.
  3. The row from this recording, identified by its Demo reference. The row above it is from an earlier sample run.
  4. The Create button inside the Notes form. Each section saves with its own button.
The recorded workflow returns to the day and finds the saved note again (sample data). Markers added for this guide.

From a note to a follow-up

A note records what happened. When someone has to act on it, create a task or an observation for it in that tool.

From a daily log note to a tracked follow-upA note in the Daily Log records what you saw: the time, place, observation and next check. If someone needs to act on it, create a separate record. A task in Tasks gives the follow-up an owner and a status, from Initiated to In Progress, with comments. An observation in Observations tracks a safety or quality issue through review to closed. The app does not convert a note automatically; you create the task or observation yourself.DAILY LOG · NOTESRecord what you sawTime · place · observation· the next checkTASKS · CREATE TASKSomeone has to do somethingInitiated → In Progress → commentRecorded sample: “Confirm delivery window”OBSERVATIONS · + CREATEA safety or quality issueInitiated → In Review → ClosedType, assignee, due date, response log
You create the task or observation yourself; a note is not converted automatically. The note and task steps match the recorded walkthroughs (invented sample data).

Copy from a previous day

Most days look like yesterday. Two ways to start from it:

  • Copy from previous day copies the most recent prior day’s manpower into the day you’re on.
  • Copy selected logs lets you pick a date and the log types to copy, then Copy selected entries. Copied entries are added to the day; only Notes attachments are copied.

Complete a day

When the day’s entries are in, check the acknowledgement and click Complete Day. A completed day shows who completed it and when, and its entries can’t be changed until someone clicks Reopen Day. A day needs at least one eligible staff entry to be completed; weather or photos alone don’t count.

Export

On any day:

  • Export PDF downloads the day’s report.
  • Export CSV downloads the day’s entries as a spreadsheet.

Deleted entries go to the Recycle Bin and can be restored. For other exports, see Export to CSV and PDF.

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