Field Management
Daily reports capture what happens on site each day including labour, weather, and site activity. They provide a clear record of progress and help teams stay aligned.
| Typical use: Site teams complete a daily report at the end of each day to record work completed, who was on site, and any delays or issues. |
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Step 1. Create a daily report Go to Records → Daily Reports and select the relevant date. If a report does not exist, a new one will be created for that day. |
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Step 2. Record site activity Enter details about labour, subcontractors, equipment, and work completed during the day. |
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Step 3. Capture conditions and notes Record weather conditions, delays, safety observations, and any important notes from site. |
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Step 4. Attach photos (optional) Add photos to provide visual context and support the daily record. |
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Step 5. Save and finalise Save the report so it becomes part of the project record and can be reviewed by your team. |
| Common mistake: Skipping daily reports or entering incomplete details can lead to gaps in records and make it harder to track progress or resolve disputes later. |
| 👉 For detailed guidance: Daily reports overview How to use daily reports |
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