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A draft is not turned in. Nobody is notified and nobody is waiting on it. If you started a form and walked away, it is sitting in your drafts and the office does not have it.

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Fill it out

1

Pick the form

Submissions tab → new → choose the template.
2

Fill in what you know

Required fields are marked. You can save as a draft at any point and come back — useful when you’re waiting on a delivery ticket.
3

Attach your photos

Attach them here, on the form, not in a text message. On the form they’re part of the record.
4

Submit

Now it’s real, and the people set up to be notified get notified.

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Draft vs. Submitted

End-of-shift habit: submit before you leave the site. A draft written in the truck at 3pm and submitted Thursday is worth a lot less than the same words submitted Monday.

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Next

The built-in forms

Daily Field Log and Transmittal, ready to use.

T&M tickets

Extra work, six steps, signed on site.