Daily Reports
A daily report is your dated record of what happened on the job site — the conditions, the work performed, who was on site, what was delivered, and any issues or delays. It creates a clear, timestamped history you and the office can rely on later.
You’ll find daily reports in the app under Field → Field Reports. On a phone or tablet, this is the fastest way to close out the day from the job site.
Starting a Report
Tap New Report. The report opens with today’s date already filled in. Pick your Project, and you’re ready to go.
You can save a report as a draft at any time and finish it later — nothing is required until you’re ready to submit. Only you can see and edit your own drafts.
What a Report Captures
The report is organized top to bottom. Only a few fields are required (marked with *); everything else is there when you need it and can be left blank when you don’t.
Project and Date
- Project * — the job this report is for
- Date * — defaults to today; change it if you’re logging a previous day
Weather
- Conditions — clear, partly cloudy, rain, snow, and so on
- Temperature — for example,
72°F / 55°F
Weather is filled in automatically from the project’s location when it’s available. You can edit it, or tap Refresh to pull it again. See Weather & Temperature for more.
Site Summary and Work Performed
- Site Summary * — overall conditions, safety observations, general notes for the day
- Work Performed * — what the crew actually got done
These two are required — a report can’t be submitted without them.
Trades On-Site and Areas Worked
- Trades On-Site — add each trade working today (framing, electrical, insulation…). You can also note the company if it’s a subcontractor.
- Areas Worked — the parts of the building worked on today (2nd floor, north wing…).
Crew Activity
Add each worker who was on site:
| Field | Notes |
|---|---|
| Worker Name * | Start typing — if the person is on your team, pick them from the suggestions. If not (for example a sub’s crew), just type their name. |
| Trade * | Framing, Air Sealing, Insulation… |
| Hours * | Hours worked, in quarter-hour steps |
| Notes | Optional |
There’s no separate crew list to set up first. Names of people already on your team appear as suggestions, and you can type any other name by hand. See Crew Management.
Materials Used
Log materials placed or consumed today:
- Material * (e.g., Spray Foam, 2x6 Lumber)
- Cost Code (optional, e.g.,
06100) - Quantity * and Unit * (bags, LF, SF, each…)
Deliveries and Inspections
- Deliveries — what arrived (windows, lumber…) and the supplier if you have it
- Inspections — the inspection type (framing, blower-door…) and the result (Passed / Failed / Pending)
Notes and Follow-Up
The rest of the report is free-text and all optional — fill in whatever applies:
- Site Conditions — ground, access, staging, protection
- Special Challenges and Challenges Overcome
- Issues — safety issues, deficiencies, punch items
- Delays — weather holds, material shortages, trade conflicts
- Schedule Impact and Follow-Up Required
- Additional Notes — anything else worth recording
Photos and Attachments
Save the report as a draft first, then add photos and files. Accepted types: PDF, JPG, PNG, WebP, HEIC — up to 20 MB per file. Photos taken on your phone upload directly from the job site.
Reviewing Before You Submit
When you tap Review & Submit, TrueGrade first checks that the required fields are filled in, then shows you a clean, read-only summary of the whole report. Check it over, go Back to edit to fix anything, or tap Confirm & Submit when it’s right.
Fields that are expected but empty (like weather or crew) show a gentle “Missing — you can still submit” note. They don’t block you — they’re just a reminder. See Review & Correct and Missing Information.
After You Submit
Once a report is submitted it becomes the official record and is locked — it can’t be edited. If something needs to change after that, reach out to your supervisor or project manager. Drafts, by contrast, stay editable until you submit them.
Because a submitted report is final, take a moment on the review screen before confirming. That step exists so you can catch a wrong date, a missed area, or a typo before it’s locked in.