The short version. Two forms ship ready to use. Don’t start from a blank page — copy one and change it.
What ships
Daily Field Log
Crew, hours, weather, work performed, photos. The daily record of what happened on site.
Transmittal
A cover record for sending documents out, so there’s proof of what went where and when.
Make it your own
1
Copy the built-in form
Duplicate it rather than editing it, so you always have the original to fall back to.
2
Rename it with your company's name for it
If your crews call it a “day sheet,” call it a day sheet. Matching your own vocabulary matters more than matching ours.
3
Add the fields your jobs actually need
Cost codes, the owner’s required fields, your safety questions.
4
Publish it as Global
Once it’s right for every job.
Next
Field types
All twenty, and when to use each.
T&M tickets
Extra work, start to finish.