Daily Reports (Mobile)

Daily Reports enables you to track the daily progress on the job site. As you complete Daily Reports on your project, data from the Daily Reports populates various reports and widgets, allowing you to get powerful reporting out of a tool you use every day. Daily Reports enables you to track project weather conditions, Keywords, foreman commentary, images from the field, and crew labor. 

Offline Storage of Documents

eSUB Fusion stores up to 1000 documents created or modified in the last 90 days on the user's local device. A user will know which documents are available in offline mode by the download symbol. This feature will limit the amount of storage on a user's device and keep the app running smoothly.

Log Features on Mobile

Search, sort, and filter the log

• Use the search bar at the top of the page to enter your search criteria
• Use the filter button next to the search bar to configure filtering and sorting for the current page

See the Navigating Through the eSUB Fusion Interface on Mobile article for more guidance.

Email documents

1. Select the document to view it then select Email on the action button
2. Compose the email then select the Send button

See the Emailing Documents on Mobile article for more guidance.

 

Create Daily Report

From the Daily Report log:

1. Select + ADD on the action button
2. Fill in the required fields
3. Swipe across the screen to access the General, Comments, Crew and Media and tabs and fill in the fields
4. Select the checkmark when finished

How to create a Daily Report on mobile

 

See the sections below for additional information on the various features of the Daily Report document.

 

Daily Report Features

General Tab

Use the fields in the General Info section to document worksite information for the day such as the total workers on site, time on site, and the weather. If the No. field is left blank, the Daily Report number will be generated automatically.

If the project has a valid address, the day's weather will auto-populate. Weather conditions for the day may be manually entered, in the event that the actual observed weather differs from the automatic weather reporting.

Keywords are tags that can be added to the document for categorization purposes or to bring attention to issues or setbacks on the job site.

Your comments can be added to the Daily Report to document the progress or conditions of the worksite. The Internal Comments section can be used for comments that you wish to keep internal to your company, and by default these comments won't be included when emailing or printing the Daily Report. 

The Crew tab is used to document the labor hours and shift information of your Crew. The labor hours of the Crew can also populate as a time card in the Time Management module.

Snap photos and videos or upload them from your device library while creating documentation for your project from the field. You also have the ability to add text and freehand markups to images in the mobile app.

While creating or editing the document:

1. Select the Media tab (not applicable for Field Notes)
2. Use the following icons to add media:
   • Gallery icon - Select media from your device’s gallery
   • Camera icon - Use the device’s camera to snap a live photo
   • Video icon - Use the device’s camera to capture a live video

While creating or editing the document:

1. Select the Media tab (not applicable for Field Notes)
2. Select the thumbnail of the media to view it in full screen then select Markup
   • Freehand Markup - Select your desired color for the markup then use a finger to draw a freehand markup on the image
     • Select Undo Markup to remove the last markup
   • Text Markup - Double tap the image where you would like the text to appear then select your desired text color/size, enter your text and select Save
     • Select Undo Text to remove the last text markup
3. Select the checkmark when finished

See the Document Media & Attachments on Mobile article for more guidance.

 

Track Crew Labor

Add Crew

While creating or editing the Daily Report:

1. Select the Crew tab, then select Add Crew on the action button
2. Select the desired Crew members, then select the checkmark
3. Select the desired Cost Codes, then select the checkmark
4. Enter the hours, shift info, units, and comments for each Cost Code
   • Select the delete icon on a Cost Code to remove it, if desired
   • Select the Add Cost Code button to add more Cost Codes, if desired
5. Select the checkmark when finished

How to add a Crew to a Daily Report on mobile

 

Edit Crew

While creating or editing the Daily Report:

1. Navigate to the Crew tab and select the Crew member you wish to edit
2. Make edits as desired:
   • Select a field to edit the values
   • Select the delete icon on a Cost Code to remove it
   • Select the Add Cost Code button to add more Cost Codes
   • Select Delete Crew Member to remove them from the Daily Report
3. Select the checkmark when finished

Daily Report Crew time that is in Approved status under Timecard Management will be uneditable. The timecard status must be changed to Pending if edits to the Crew time are needed.

 

Crew Features

Crew Members 

Build out your Crew by selecting from the available Crew members list.

Select Cost Code

Select a Cost Code to associate with the Crew.

RT/OT/DT

Enter the number of labor hours that your Crew worked on this Cost Code (regular time, overtime, and double-time hours). The OT and DT fields can be disabled by an admin on the Company Settings page.

Shift

Choose Shift 1, 2, or 3. The Shift field can be disabled by an admin on the Company Settings page.

Labor Class Override

Use this field as a temporary manual override of the default Labor Class of your Crew member(s) if they performed work as a different Labor Class. Labor Classes can be configured by an admin under Settings on the global navigation menu. See the Labor Rates Setup article for more guidance.

Hours Lost

Enter the number of hours that were lost due to delays or issues. (Lost hours will not deduct hours from hours worked).

Units

Enter the number of units completed.

Comments

Enter comments to appear on the Daily Report and in the Timecard.

 

Copy Daily Report

When copying a Daily Report, the following information is carried over:

• General Info - Time on site, time off site, total workers
• Comments tab - All data
• Crew tab - All data

1. Select a Daily Report to view, then select Copy on the action button

Save time by copying a previous day's Daily Report.

 

Edit Daily Report

From the Daily Report log:

1. Select a Daily Report to view, then select Edit on the action button
2. Make desired changes
3. Select the checkmark when finished

If you have edit permissions for Daily Reports but a Daily Report is not editable, the Daily Report edit window setting may be the cause.

 

Email Daily Report

From the Daily Report log:

1. Select a Daily Report to view, then select Email on the action button
2. Compose the email, then select Send

See the Emailing Documents on Mobile article for more guidance.

 

Delete Daily Report

From the Daily Report log:

1. Select a Daily Report to view, then select Delete on the action button