Job Logs (Web)
Job logs record what happened on site each day: who was there, what got done, and notes for the client. You can share them with your team and your clients.
Create a job log
Open Job Logs
Click Job Logs in the left sidebar, then click Add. You can also open a project's Job Logs tab.
Pick the date and project
In the Add New Job Log window, choose the Job Log Date and the Job Log Project, then click Add. To start from an earlier log, click Copy From.
Write the log
On the Edit tab, fill in the Job Log Description. It starts with the headings from your template, like Team Members on Site, Trades on Site, Tasks Accomplished, Meetings & Updates and Client Notes. Click Add Attachments to add photos or files.
Share a job log
Open the log and click the Share tab. From there you can Copy Url, Share By Email, Download a copy, or open Client Preview to see what your client sees. To see when your client opened it, see Track Client Views and Status Emails.
Comment on a job log
Open the Comments tab
Open the log and click the Comments tab.
Add a comment
Type in the Enter comment box and click Send. Each comment shows who wrote it and when.
Reply to a comment
Click Reply under a comment to answer it. Your reply shows under that comment.
On the Job Logs page, each log shows Comments with the number of comments in brackets, so you can see which logs have comments.
Find a job log
On the Job Logs page, filter by Select Project, Select Author, Select Status (Draft or Released) and Date Range. Click the date on a log to open it.
Change your job log template
The headings every new log starts with come from your template. To change them, go to Settings in the left sidebar, scroll to Templates > Job Logs, and click Change Template.
Watch the tutorial
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