Site Logs

Site logs are daily records of what happened on a job. They document progress, issues, and visits for project history and dispute resolution. Site Logs is a top-level module -- open it from the sidebar to see logs across every project. Each project also has its own Site Logs tab showing just that project's entries.

Creating a site log: pick the project and date, add personnel on site, tag the entry (Progress, Issue, Delay, Safety, Delivery, Inspection), and write up what happened in the field.

Create a site log

1. Start a new log. Click New Log Entry.

2. Pick the project and date. Choose the Project and the Date (defaults to today).

3. Add the details. Enter Personnel on Site, an optional Title, any Tags, and the Notes.

4. Create. Click Create Log Entry.

Tag a log to classify it: Progress, Issue, Delay, Safety, Delivery, Inspection, or General.

Note

Role required: Company Admin, Manager, Member, or Field Crew can create and edit site logs. Field Crew on-site workers are expected users of this module. Viewer is read-only.

Add more on the detail page

Open a log to fill in the rest:

• Work Performed, Materials Received, Visitors on Site, and Issues.
• Photos -- attach images from the job site.
• Mark Reviewed -- a manager marks the log reviewed once checked.

The log also has its own Comments, Documents, and Activity. From a log you can link it to related records and create a Change Order directly from the log.

Browse and filter

The list has a Timeline and a Table view. Filter by project, tag, or reviewed status, or search by title, notes, or project name.

What's next

• Time tracking -- log crew hours against a project.
• Projects overview -- a project's own Site Logs tab.