Copy, Create and Send Day Work Sheet

You can find the Day Work Sheet in the menu under "Daily Report".

If the reports are active for you (starting with Smart license), you will additionally see the "Daily Report" item in the menu on the left.

Create Day Work Sheet

Select "Day Work Sheet" from the dropdown menu at the top.

You can create your Day Work Sheet or copy an existing one using the plus button in the bottom right.

Note: As soon as you create a Day Work Sheet, it will be assigned to the corresponding calendar week.

Information in the Day Work Sheet

In the Day Work Sheet you can record general information such as:

Construction phase
Date
Processor
Client
Ordered by
Trade
Internal number
Construction damage (whether the work was ordered due to construction damage)
Weather

Similar to the construction diary, you can record the following additional information on the right:

Personnel
Activities
Miscellaneous / Special incidents
Materials / Delivery notes
Machines and equipment

Weather

Click on Load weather data to search for and load weather data from the internet.

The weather always refers to two basic pieces of information:

The specified date
The project address of the current project (Found under the Projects menu item)

Date

The specified date can be today's date or a date in the past. In that case, "historical weather data" will be used. If you change the date afterwards, the weather data will be automatically deleted since it no longer corresponds to reality.

Project address

Under Projects, you can assign an address to the current project. The search for the correct weather is based on this project address. If no project address is stored, no weather can be found. If only a partial address is stored, you will also receive a notification to complete the address.

Personnel

For personnel, only one of your own employees is available at a time! For billing purposes, please select the correct employment group. Optionally, you can record a personnel number, hours, and any additional payments. If you are missing a specific employment group or type of additional payment, you can add these in the global settings.

Activities

For activities, you can enter free text, the location, and the required hours. For legally valid documentation, you can attach files, select attachments from the project space, or take photos directly. Here too, you can create a series when there are multiple activities.

Other / Special Occurrences

Here you can enter free text of unlimited length.

Material / Delivery notes

For materials, enter free text, the supplier, quantity, unit and optionally a delivery number. You can select the supplier from your contact list. If you don't see the desired company, check if it has been activated for this project. You can also attach files here, select attachments from the project space or take photos directly.

For example, it makes sense to attach delivery notes directly as photos in case the paper slip gets lost. Here too, you can create a series when dealing with multiple materials.

Note: Attachments are limited to a maximum of 10 files per entry (material, etc.)

Equipment

Enter a free text description and record the number of devices and duration of use. Here too, you can attach files, select attachments from the project space, or take photos directly.

For example, it makes sense to attach photos showing the condition of the used equipment before and after in case of failures or problems. Here too, you can create a series when dealing with multiple pieces of equipment.

Send Day Work Sheet

Once you have recorded all information, click on the paper airplane in the top left to send and sign the report.

1. Distribution list:

Just like with the protocol and other reports, first select the people to whom you want to send the report.

2. Additional function Sign report:

To sign the Day Work Sheet, check the checkbox.

To sign the Day Work Sheet, click on "Preview/Next" (bottom)

At the end of the report, two signature fields appear. After entering your name, a sketch field appears where you can sign by hand.

Click on "Preview/Next" to proceed to the preview where you can add your signature.

After entering your name, a sketch field appears where you can sign by hand.

Click on "Next" to proceed to the next step.

Enter at least a subject line. If you don't enter custom text, a pre-written standard text from BauMaster will be used.

3. Attach photos/PDF files at the end

Select which attachments from which sections of the Day Work Sheet should be included in the PDF.

Attachments & Images as Download Links - When this checkbox is activated, recipients of the PDF can click on photos or file attachments to download them. Photos will be available to recipients in their original size.

This way you can save a lot of space in the PDF construction diary: select the checkbox Attachments & Images as Download Link, select no option under Attach Photos/PDF Files at the End. This keeps small thumbnails in the construction diary through which recipients can download the original photos.

4. Complete and send report:

After clicking "Next", you will return to the email overview. You can now send the report (even without completing it).

View PDF Reports

You can find all PDF reports in the project space under Reports. If no report exists, the folders are grayed out.