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To Work with Daily Updates

Add weather conditions, labor metrics, photos, and progress notes to daily update reports.

Create a Daily Update

  1. Click Daily Updates .
  2. In the calendar, select a month and day.
  3. Click the Weather option.
  4. In Enter Location, type the job site location (address, postal code, and country) and click Load Weather.

    Now weather conditions are automatically generated for all calendar days. You can also manually edit the weather conditions description and values.

  5. Note: If your project already has an address or postal code, the weather information automatically populates.
  6. (Optional) Add notes in the note box.

Add Labor

  1. Click the Labor option.
  2. In Company Name, enter a name. If companies in the account are available, select a company. To reuse company information from previous days, click Copy From Previous Update. Click Include Number Of Workers & Hours if you also want to copy this data.
  3. For Workers, enter the number of people working for the company that day.
  4. For Total Hours, click Calculator and type a number between 1 and 24. By default, the number of hours per worker is 8. Click Calculate to multiply the number of workers by the hours to populate the Total Hours field.
Note: To delete labor rows, click Edit List. Then select rows to delete and click Remove Selected.

Add General Notes and Photos

  1. Click the General Notes tab and enter a daily summary.

    To use the summary from the previous day, click Previous Notes.

  2. Click Add Photos, locate any image files you want to attach, and click Close.

Save and Publish Daily Updates

  1. Click Save Draft at any time during the creation of your daily updates. Your daily update appears in the calendar with the status In Progress.
  2. Click Publish. The daily update appears in the calendar with the status Completed.

Edit a Daily Update

  1. In the calendar, click a date.
  2. Edit as necessary, and click Save Draft or Publish.

Print a Daily Update

  1. In the calendar, click a date.
  2. Click Print Daily Update to save the update as a PDF file, email it, or download it.
  3. Note: You can't print until you save a draft of your update.

Delete a Daily Update

  1. In the calendar, select a month and day.
  2. Click Delete.

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