This section is used by team leaders to fill in day-to-day information and notify the project manager or project director.
(A) The name is created automatically after pressing the + in the Work order section. Note that the date is the day the work order is created, so it is important to create daily reports on the same day as the work.
(B) It is possible to expand the job description section. All the information concerning the work order can be found there. All information related to the client and the building is also present.
(C) Add the time for team members present that day.
(D) Add the materials installed that day.
(E) Add photos of the progress of the work.
(F) Indicate deliveries and the receipt of orders.
(G) Press Complete to finish the daily report. A new page opens.
Timesheet
To add a new timesheet, simply click on the + to the right of the Timesheet tab in the Daily Report section.
(A) Choose the employee.
(B) Validate the hourly rate applied; if it is already in the employee's file, it will appear automatically.
(C) Select “yes” if the employee is absent.
(D) Validate the date (usually the current date).
(E) Enter the start time.
(F) Indicate the total unpaid break time.
(G) Enter the end time.
(H) Indicate travel time if it is paid.
(I) Indicate if there is another type of time to include (workshop loading time or non-decree time).
(J) Validate the number of hours worked for the day.
(K) Validate the total time worked for the day.
(L) Add notes if needed; notes entered here will appear on the hours report.
Materials used
To add a material, simply click on the + to the right of the Materials tab in the Daily Report section.
(A) Choose the material to enter.
(B) The planned quantity is added automatically.
(C) Enter the quantity used.
Photos and notes
It is possible to include a file and/or a photo if necessary. This helps keep physical evidence of the daily progress of the job. It also makes it possible to note any deficiencies, if any, so they can be added to the tasks to be done.
Receiving an order
To receive an order, press Receive. This gives you access to all purchase orders related to the project. Then, choose the appropriate purchase order to identify the quantities received (A).
There is a Notes section if needed (B). You also need to choose whether to assign the costs to the project (C). You can then attach a photo of the delivery slip as proof (D). Click Save to record the information (E).
Complete
To complete the daily report, a few elements need to be indicated.
(A) Validate the checklist steps that have been completed.
(B) Indicate whether the work order is finished. When you select “yes” here, the work order's status changes to “Verification”.
(C) Client conclusion report – This will appear on the job report sent to the client, as well as on the invoice.
(D) Internal conclusion report – Used for internal communication of certain information. It leaves a record in the file without being visible to the client.
(E) Then click “Complete” to finish the daily report.
This section is designed to be used on a phone. Large icons make it easy to use.
