Creating an Unscheduled Site Diary on Mobile

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About

Unscheduled Site Diaries allow your Supervisor/Foreman to capture Timesheets and other important information from the job site quickly, no scheduling required. Emergency work and last minute jobs happen on a moment's notice. For that reason, documenting work on-the-fly is easy and can be linked to an Order later, if needed.

 

Getting Started on Mobile

  1. Tap the + button and choose Site Diary
  2. Choose a Client and/or Project (Project is optional)

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Adding Timesheets

  1. Tap + Timesheets to add time for your crew
  2. Tap + Workers to build out your crew
  3. Choose a Role and select your Workers
  4. Tip: If you have Workers with different Roles, repeat the + Workers step to add more people with different Roles
  5. If you're logging time for yourself, don't forget to add yourself as a Worker!
  6. Once you have everyone in your crew, tap Next to add Time, Equipment, and Allowances.
  7. If everything looks good, tap Save!

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Progress, Notes, Additional Questions, Weather

  1. Tap + in other sections to log things like Progress, Notes, and Additional Questions.
  2. Once everything is captured, tap Sign and Submit to send the document back to the office.

Tips!

  1. If you don't see the +Site Diary option on your mobile home screen, please check with your Admin team to request access. 
  2. Don't forget your own Timesheet, make sure you choose yourself as a Worker when you build out your crew!
  3. To learn how to set up a user to have access to submit Unscheduled Site Diaries. Click here.

 

 

 

 

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