Project reporting
Field Report
Turns a superintendent's notes into a daily or weekly report, and can export a PDF. It marks what was confirmed and what is still missing.
What it will and won't do
- A blank field stays blank.
- Confirmed notes and missing notes are labeled differently.
How it works with the other desks
Site Lead routes a request to the right agent, asks more than one agent when the work needs it, keeps the task list, and writes the audit trail. Field Report is the desk for project reporting. Sensitive actions wait for a person.
Plan availability
- Starter lets a company choose 3 of the 6 agents. This desk can be one of those three.
- Professional includes all 6 agents.
- Enterprise includes all 6 agents and Site Lead.
Other desks
Each desk has a named job. Open another page to read what it will and won't do.
