Record each item on the Project or Visit it belongs to. Check the Customer and Project before saving evidence.
1. Write a Project note
- Open the Project and choose Notes.
- Use Add note and enter the title and text.
- Set Visibility to Team or Only me.
- Let the note save before closing it.
Describe what you found, what you did and what still needs checking. Use Team when colleagues need to read it.
2. Add photos
Open More, Photos and choose Take photo. Review the image and select its Project before saving. Follow taking photos for the destination and save checks.
3. Record time
Open the Visit and choose Record time. Review the person, date and time actually worked. The entry rolls up to Project Timesheets.
4. Keep other evidence
Use the Project’s Files for documents, receipts and existing recordings. See Project files.
Check the saved result
A photo preview or text still in an editor is not confirmation that colleagues can see it. Open the saved record or file and check the result. Keep the current screen open when a save needs retrying.