01What it is
The work diary is the list of entries of one project, newest work date first. Each entry has a type, a title, a work date, a description and optionally a photo, plus whether it is visible to the customer.
An entry is evidence of work done, so only an internal entry can be deleted, and only within 7 days of saving. You correct a mistake in an older entry with a new entry.
- FIVE ENTRY TYPES
- Stage, material, photo, recommendation and warranty.
- FOR THE CUSTOMER OR INTERNAL
- The customer sees only the entries marked for them.
- PDF IN ONE CLICK
- The project’s full work history.
02What it is for
Work history day by day
What was done, when and with which materials, in date order.
The customer knows what is happening
Entries visible to the customer show progress on the status page.
Evidence in a dispute
Entries and photos go to the object’s timeline, with the work date.
Warranty and recommendations
Warranty information and recommendations for the customer stay in one place.
03Main options
The diary has a list of entries, a new entry form and a printout.
Entries of the chosen project
Once you pick a project in the filter, you see its entries from the newest work date.
- Work date and the moment it was saved
- Entry type, title, description and photo
- Marked as visible to customer or internal
- Tiles: all entries, visible to customer, internal
An entry in a few seconds
The new entry dialog opens from the Actions menu when a project is selected.
- Entry type, title and work date (not in the future)
- Description and a JPEG, PNG or WebP photo
- Visible in the customer diary: ticked by default
The full history as a PDF
A printout of the project’s whole diary, to hand to the customer or to file.
- All entries of the project in one document
- Available from the Actions menu once a project is selected
04Tasks step by step
- STEP 1Open Modules › Sites and objects › Work diary and pick the project in the filter.
- STEP 2In the Actions menu choose New entry.
- STEP 3Choose the type, enter the title, work date and description, add a photo and decide whether the customer should see the entry.
- STEP 1Pick the project in the filter.
- STEP 2In the Actions menu choose Print diary. A PDF with the full work history is created.
- STEP 1You can delete an internal entry within 7 days of saving.
- STEP 2An entry visible to the customer, or an older one, cannot be deleted: add a new entry with the correction.
05Actions
The most common tasks in the diary.
New entry
Work stage, material, photo, recommendation or warranty.
Print diary
The project’s full work history as a PDF.
Visible to customer
An entry shown on the status page.
Show work log
From the project card, already narrowed.
06What it connects to
Choose a module to see where diary entries go.
Projects
The diary is kept for one project; you open it from the project card.
Go to the topicProjectsObjects
Entries and photos go to the timeline of the object where the project runs.
Go to the topicObjectsAdd a diary entry
The quick action opens a new entry from anywhere in the app.
Go to the topicAdd a diary entryCustomer list
The customer sees the entries marked as visible to them.
Go to the topicCustomer list