Job reports
Every job has a Reports tab. Each report is a PDF made on the spot from the live data, in the BulkDesk document standard: black on white so it prints clean and reads on site.
| Report | What is in it | Can leave the company |
|---|---|---|
| Daily site report | Weather, who was on site and their hours, work done, next working day | Yes |
| Weekly progress | Percent complete, done this week, next week, Needs a decision | Yes, made for the client |
| Program | Every activity, plan against actual, today marked | Yes |
| Site attendance register | Sign-ins and sign-outs with hours | Yes |
| Contract statement | Contract, variations, claims and balance | Yes |
| Job cost report | Spent against budget | No |
| Incident summary | Incidents with actions, no names of injured people | No |
Opening a document
A document never opens in a new tab. It opens in one box over the page with its kind, title, file name and size, and Download, Share (the phone's share sheet with the file; on a computer, a link that needs a sign-in) and Open full screen.
Next: Sending ›Sending
- Email and SMS: once the company's accounts are connected, add up to 10 recipients and an optional note. Until then the buttons open your own mail or messages app with the text ready.
- Copy link: a link that opens the PDF without signing in for 30 days, frozen as it was when shared. The list shows how many times each link was opened and lets you switch it off.
Exports
Every export goes through the preview box first: a spreadsheet is shown as a table before Download, and Hours also gives a timesheet PDF. Exported cells that start with = + - @ are made safe for spreadsheets.