This workshop is for admins and field managers who own daily reporting. We cover the full module, from first-time setup through pulling a finished PDF for a customer or an auditor.

 Keep the field and back office in sync with Field Reports 

• Control who can see and edit reports, job by job.
• Capture weather, crews, subcontractors, equipment, meetings, and photos in one daily log.
• Lock finished logs down so your records hold up if a job is ever disputed.

Key Takeaways 

• How to set up field report sections, log types, and user permissions.
• How to use the daily logs calendar to see which reports are done and which are missing.
• How to export a date range to PDF or Excel and filter it to just the sections you need.