Documentation for field operations

Field documentation is written for people who enter records on a phone in poor light. It sets out what a daily report must contain to count as evidence, how a defect is linked to the report and the photograph behind it, which approval a request for information waits for, how measurements are recorded, and what happens to a service request after handover. A defect carries no photo field of its own.

Documentation pages for field operations

  • Construction daily reports

    Record one daily report per project and day with weather, crew size, hours, completed work, photos and status for a consistent day-by-day record of the jobsite.

  • Construction RFIs and approvals

    Track questions to architects, owners and authorities with due date, current responder, cost or schedule impact and a controlled answer-to-close workflow.

  • Construction punch list and defect management

    Manage defects across projects from capture and trade assignment through correction and verified acceptance in a list or Kanban board.

  • Construction service requests

    Connect each customer service request with priority, due date, project, customer, description, owner, custom fields and the shared activity history.

  • Construction quantity measurements

    Capture measured work by cost group, item, quantity, unit, date and recorder as a structured basis for progress billing.

  • Printable construction progress report

    Generate a print-ready progress report for owners and lenders from current project, schedule, invoice and daily-report data.

Test field operations with your own workflow

Request a trial period for the modules on this page. We agree the roles, permissions and useful scope with you before preparing access.