Free contractor and field service software
Daily site notes that keep the job history clear
Workvado daily notes record the weather, work completed and photos from a job site. Keeping those notes with the project gives the office, crew and customer updates a common source of context.
Write what someone needs to understand later
A useful note identifies the work performed, the area of the site involved and any event affecting the next stage. Describe an access delay or material issue plainly. Weather can explain conditions, but a weather entry alone does not explain what the crew accomplished.
Attach evidence that explains the work
Use photographs that show the relevant location and stage of the job. Keep supporting files with the project or task they explain. For example, a before-and-after pair for a completed section is more understandable when the note identifies that section and the task it relates to.
Record decisions through the appropriate workflow
A daily note can describe a requested change, but it should not replace an agreed change order. Keep commercial revisions and customer approval in the agreement workflow, and use the note to explain what happened on site.
Review the record before the next visit
Read recent notes alongside unfinished tasks before planning the next day. Share appropriate updates through the customer portal, rather than assuming every internal note belongs in a customer-facing message. Project access and portal publication remain separate choices.