How To Add Daily Reports in Mobile
You can add Projects in the Mobile App 2 ways:
From the Project Visit (if a Project Visit has been assigned)
From the Mobile Main Menu → Projects.
To access Daily Reports from a Project Visit:
Tap on the Project Visit to open it.
Tap the + symbol next to Add Daily Report.
To access Daily Reports from a Project:
Tap the three lines on the top left corner of the screen to open the Main Menu → tap Projects.
Tap on the Project to open it.
Tap Daily Reports.
To add a new Daily Report, tap ADD DAILY REPORT at the bottom of the screen.
To open an existing Daily Report, tap the 3 dots on the right side of the Daily Report # and tap Edit General Information.
How To Complete A Daily Report In Mobile
To fill out a Daily Report, create a new report or tap to open an existing report. A Daily Report consists of (6) sections:
Note
Forms
Crew Time
Equipment
Material
Subcontractor
The Daily Report will automatically update to the cloud as you make changes so the office is always up to date.
To expand the Notes section, tap the carrot on the right side of Note. The Notes section has (6) components:
Work Completed
Delays / Issues
Out of Scope Work
Safety Concerns
Other Observations
Internal Notes
Each section starts as "Empty" until information is added. Tap the + icon to add text, photos, or videos. Once you add information, toggle on Mark as Done (upper right corner).
Note Section | Definition & Example |
Work Completed | Summary of work completed during the Visit. (e.g., Demolition of first floor interior) |
Delays / Issues | Notes explaining delays or other issues. (e.g., Purchase order is delayed, so parts could not be installed) |
Out of Scope Work | Record any customer requests for additional work not in the contract. (e.g., Customer wants to change the paint color from black to white) |
Safety Concerns | Document any conditions posing physical harm or property damage risks. (e.g., Holes in the floor are a trip hazard) |
Other Observations | Additional observations. (e.g., Project timeline might run late because the drywall company is not on schedule) |
Internal Notes | Notes only visible to the office. (e.g., Technician John Doe has been arriving on time all week) |
Forms
Tap Forms.
Tap Add +.
Type in the Add Form field and select your Form.
Fill out the form and tap SUBMIT (upper right corner).
Crew Time
From a Project Daily Report (no Project Visit)
Tap Crew Time.
Tap Add +.
Select workers → tap + SELECT WORKERS, check the box next to the names you wish to add, then tap SELECT.
Fill in Start Time, Lunch Start, Lunch End, End Time.
Select Phases / Cost Codes → Tap + ADD PHASE / COST CODE.
Enter Payroll Hours to Distribute.
Review and tap COMPLETE.
Note: If a user adds their time via the Project Visit, it is unnecessary to add it to the Daily Report. This will create a duplicated timesheet. Additionally, BuildOps ensures that multiple daily reports for the same project and date cannot be created to avoid conflicts. Always check existing reports before starting a new entry.
Equipment
Use this section to document work performed on a piece of equipment. Add the equipment name, description, time worked, and any additional comments. Tap SAVE.
Material
Use this section to document materials used onsite. Search for an Item, update the description and quantity used, then tap SAVE.
Subcontractor
Use this section to record any subcontractors who worked onsite. Add the Subcontractor company name and number of workers onsite.
Customer Signature
Tap the + icon at the bottom right of the Daily Report.
Capture the Customer Signature.
Daily Reports - BuildOps Web
On the Project Page:
Click Field Reports to access Project Daily Reports.
Click the Daily Report Number hyperlink to view a Daily Report.
Click PREVIEW to view as a PDF.
Click EDIT to make changes.
Click EMAIL to send a Daily Report.
Click ADD TO FILES to add a Daily Report to the Project’s files.
Click GENERATE DAILY REPORT to create a new report.
FAQ
1. Can I duplicate Daily Reports?
Yes, before creating a new Daily Report, find an existing one, click the 3 dots next to it, and click Duplicate. BuildOps does not allow multiple daily reports for the same project and date. To ensure smooth functionality:
Check Existing Reports: Before creating a new report, confirm if a report exists for the same date. This prevents overwriting or losing previous entries.
Edit Existing Reports: If a report is already available for the desired date, update it instead of creating a new one. Edit the existing report by adding the required input and save the changes.
2. Can I add photos to my Daily Report?
Yes, photos can be added in the Notes section.
3. Why can’t I select a cost code on a timesheet from mobile if no action has been taken on the project visit?
Cost codes are only available on timesheets when there’s activity tied to the project visit. Here are a few reasons why cost code selection may be unavailable:
No action taken: If no labor hours or work have been logged for the project visit, the system won’t enable cost code selection.
Missing or zero budgeted hours: Cost codes will only appear if there are budgeted hours or labor rates assigned to them on the project. If these are missing or set to zero, the cost code won't show up.
Technician Unable to Create Reports
If technicians cannot create daily reports, the issue might stem from permissions or project settings:
Verify Technician Permissions: Ensure that the specific user has permission to create and manage field reports. Missing permissions can block access.
Review Project End Date: If permissions are correctly enabled, check that the project’s end date hasn’t passed, as this will restrict report creation.
Daily Report Option is Unavailable
When the option to add a Daily Report is not visible on a project, it could be due to:
The project having an outdated end date. To resolve this, update the project's end date to extend beyond the current date. Once updated, the Daily Report option will become available again.