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Creating An Entry In Your Job Log

  1. From the Home screen, select the project you wish to create a journal entry for.
  2. Once you have chosen a project, choose Job Log from the main menu.
  3. From the Job Log page, click to open the Job Log entry modal window.
  4. Provide a Name to reference the journal entry.
  5. If you wish to share job logs notes by default with associated clients, select the checkbox labeled Client Visible?. Otherwise, you can always select (or unselect) the checkbox for each note.
  6. Click to begin adding a note to the job log entry.
  7. Provide a Subject for the note.
  8. Choose whether or not to make this individual note visible to associated clients.
  9. Provide text for the notes body. You may write anything here. However, if you have chosen to share this with clients, remember they will be able to see what is written here!
  10. When you are done with a particular note, click :material-save:
  11. Create as many notes as you need.
  12. When you are done entering notes, attach any files or photos relevant to the job log.
  13. When you are done creating your job log, scroll up to the top of the modal window and click

Last update: September 30, 2020