Add a diary entry

A quick action in the top row of the Modules menu. It opens the Work diary, where you choose a project and add an entry: a work stage, material used, a photo, a recommendation or warranty information. The entry carries the date the work was done and can be visible to the customer.

01What it is

Add a diary entry is a shortcut in the Modules menu, shown to people who can edit work. It opens the Work diary, which is kept separately for each project, so you first choose the project in the filter.

The entry date is the date the work was done, not the date it was saved. An entry about yesterday's stage lands in the diary on yesterday. The app does not accept future dates.

An entry is evidence. Only an internal entry can be deleted, within 7 days of saving. An entry visible to the customer or an older one stays, and a correction is a new entry.

FIVE TYPES: Stage, Material, Photo, Recommendation and Warranty.
FOR THE CUSTOMER: Visible in the customer diary is ticked by default.
PDF: Print diary gives the project's work history.

02What it is for

Work record

A chronological record of stages, materials and recommendations on a project.

Customer kept informed

Entries visible to the customer appear on the project status page, with no account or password.

Proof of work

An older entry or one for the customer cannot be deleted.

Diary as a PDF

The printout contains the entries visible to the customer.

03Main options

The shortcut leads to the Work diary. Once you choose a project, you have the new entry window and the diary printout.

Type, title, work date and photo

The New diary entry window. The title and the work date are required.

Entry type: Stage, Material, Photo, Recommendation, Warranty
Title and work date (today by default)
Description and a photo in JPG, PNG or WebP
Visible in the customer diary

04Tasks step by step

STEP 1Open the Modules menu and pick Add a diary entry in the top row.
STEP 2Choose the project in the filter. The list shows open projects.
STEP 3In the Actions menu choose New entry, set the type, title and work date, and add a description and a photo.
STEP 4Leave Visible in the customer diary ticked, or untick it if the entry is internal. Save.

05Actions

The most common tasks with the diary.

New entry

Work stage, material, photo or recommendation.

Print diary

Full project work history as a PDF.

Visible to customer

The entry on the project status page.

06What it connects to

Choose a module to see where an entry goes.

SITES AND OBJECTS

Work diary

The full work diary of every project.

Go to the topicWork diary