01What it is
The work diary is kept for a job. Each entry has a type, a title, the work date, a description and an optional photo.
The entry date is the day the work was done, not the day it was saved. An entry about yesterday's stage lands on yesterday, and the saving time is shown under the date.
An entry visible to the customer, or older than 7 days, is evidence and does not disappear. If something needs correcting, you add a new entry with the correction.
- FIVE TYPES
- Stage, Material, Photo, Recommendation, Warranty.
- FOR THE CUSTOMER
- Entries shown on the job status page.
- DELETING
- Only an internal entry within 7 days.
02What it is for
A history of the work
Every stage of the job in date order.
The customer stays informed
An entry visible to the customer shows progress without a call to the office.
Evidence you keep
A customer entry stays; a correction is a new entry.
Print the lot
The full work history of the job in one PDF.
03Main options
The diary is the list of entries for the chosen job, the new entry window and a PDF of the whole history.
The history of one job
Tiles: Diary entries, Visible to customer and Internal.
- Work date and saving date on every entry
- Type, title, description and photo thumbnail
- Marked as visible to the customer or internal
The new diary entry window
You open it from the Actions menu once a job is selected.
- Entry type, title and work date
- Description and one JPG, PNG or WEBP photo
- The Visible in the customer diary box, ticked by default
Print diary
The full work history of the job as a PDF, for handover or the archive.
- All entries of the job in one document
- Available from the Actions menu once a job is selected
04Tasks step by step
- STEP 1Open Modules › Team on site › Work diary and pick the job in the filter.
- STEP 2Choose New entry from the Actions menu.
- STEP 3Choose the type Stage, enter a title, for example Bathroom screed, and the work date.
- STEP 4Add a description and a photo, decide on customer visibility and save.
- STEP 1In the new entry window untick Visible in the customer diary.
- STEP 2Only the team sees that entry, and you can delete it within 7 days.
- STEP 1Pick the job in the filter.
- STEP 2Choose Print diary from the Actions menu.
05Actions
The most common tasks in the work diary.
New entry
Stage, material, photo, recommendation or warranty.
Visible to customer
The entry appears on the job status page.
Print diary
The full work history as a PDF.
Delete an entry
Internal only, within 7 days of saving.
06What it connects to
Choose a module to see where diary entries go.
Issues
An issue says what is wrong; the diary says what was done.
Go to the topicIssues