Midday check-in
Done by 12. Quick one over lunch.
On plan today?
What have you completed, what have you started?
Who do you want tomorrow?
Keep today's crew, or choose who you want.
Do you need anything for tomorrow?
Materials should be squared away already. This catches a miss.
Does anything need immediate attention?
End of day report
Two minutes. Voice works best, tap the mic and talk.
What did you do today
This goes to the homeowner. Keep it clean.
Any issues or fixes
Stays internal. The homeowner never sees this one. Anything that went sideways, anything you sorted out, anything the office should know and they should not.
What are you doing tomorrow
This goes to the homeowner too.
Who do you want
What do you need
What subs
On track for the schedule?
Does the homeowner need a call?
Is there a new change order you haven't submitted?
If you already filed it on the Change order tab, answer No.
Scope of work
How is it being done?
Needs a price goes to Vickie and Stone. Do not quote a number on site.
Did they sign for it?
Only time and materials can be signed on the spot.
Photo of what they signed
Lay it flat and get the whole page in. It gets filed straight onto the change order.
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A picture of the signed page.
Who signed it
What day did they sign it
Leave it blank if it was today.
Did you work on a change order today?
For ongoing time and materials work. Keeps the hours tracked day by day.
Which change order?
Loading this job’s change orders…
Hours today
Materials today
Is it finished and ready for billing?
This is what tells the office it can be billed.
Which one?
Total man hours, all days
Materials used, all days
Hours and materials only. The office puts the price on it.
Material delivery today?
Anything go wrong today?
Safety incidents
Flag this update for
Who needs to see it today.
Photos
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Add photos. Tap a photo to share it with the homeowner.
Buy anything for this job today?
File it now while it's in your pocket. Takes about twenty seconds.
Receipts
Filing as nobody yet against no job yet. Different job?
The receipt
Snap it at the register. The photo reads the vendor, the date and the total.
📷Photo, or a PDF for the emailed invoices.
Total
Vendor
Category
Paid with
This work is
Change order means the customer asked for it after signing.
Note
Snap the receipt
Change order
File it the moment it happens. Do not wait for the end of the day.
What happened?
Plain words. Tap the mic and talk. This is what the customer reads.
Why?
Photos
Usually the photo is the explanation. Add one if you can.
[+]
Add photos of what you found.
Have you talked to the customer yet?
So the office knows whether they are expecting this.
How is this being done?
Time impact
Do you need any subs?
Which ones
Have you confirmed them?
Feed
Every crew's reports, newest first. Or by job.
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