Daily logs are a powerful way to keep your team and clients informed about on-site activity. Learn the benefits of daily logs, how to create and customize them, and how to streamline the process using templates and AI-generated summaries.
Daily logs help document progress and improve communication across your projects.
Benefits of Daily logs
🏗️ On-Site Progress – Keep the office informed of field activity
📈 Documentation – Create a paper trail to track changes and site conditions
🏢 Internal Meetings – Reference daily logs during team or company check-ins
📱 Client Updates – Share ongoing progress with homeowners
Table of Contents
- The Daily Log Form
- Customizing with Templates
- Creating a Daily Log
- AI-Generated Daily Log Summaries
- Editing or Deleting Daily Logs
The Daily Log Form
The Daily Log includes the following:
Visibility
Private: Visible to internal team members only.
Public: Shared with both internal team and client.
Date & Weather
Date: Select the date the work occurred
Weather: Auto-generated based on Project details - Address.
Description
Description: Write your update using plain or rich text formatting. Add structure or style as needed.
Files/Photos
Files/Photos: Upload or take photos directly from your mobile device—attachments are embedded in the log entry and displayed on the Overview page.
Customizing with Templates
You can customize the Description field in your daily logs using templates.
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Go to Company Settings > Templates
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Create a Daily Log Template to define the fields or prompts you want your team to complete
Tip: For example, you can prompt team members to include weather conditions, crew on site, completed work, materials delivered, or next steps.
Creating a Daily Log
Daily logs can be created on both desktop and mobile.
On Desktop
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Navigate to the Daily Log tab in the left-hand menu
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Click Add
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Complete the form
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Click Post Daily Log
On Mobile
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Tap the Daily Logs tab in the top menu
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Tap New Post
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Fill out the form
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Tap Post Daily Log
AI-Generated Daily Log Summaries
Save time by letting AI summarize recent project activity.
Select the "✨Generate" button.
Setting your Filters: Customize what information AI pulls from your project by setting your visibility, date range, and what sections to recap.
Click ✨Generate, then review and Post Daily Log.
👀 Visibility: If visibility is set to Public, AI will only pull from public daily logs. To include information from Private logs, wait until after the AI summary is generated—then switch the log to Public and select Keep Description to retain the private content.
Editing or Deleting Daily Logs
You can edit or delete any log at any time:
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Navigate to the Daily Log page
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Locate the entry you’d like to change
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Click the More icon (⋮)
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Select Edit or Delete
To save updates, click Update Daily Log.
If you have any questions or need additional support, please contact us at support@ressiosoftware.com — we’re happy to help!