File a daily report

Daily reports are your firm's private log for a project. AI turns rough notes into structured sections, the weather fills itself in, and you can duplicate yesterday's report so the daily habit takes seconds, not minutes.

~5 min read6 steps
  1. 1

    Start a report

    From your project, open Daily Reports and click New report.

    The Daily Reports page.
    The Daily Reports page.
  2. 2

    Pick a template and date

    Choose a template, set the Date and an optional Title, then click Start report. If you filed one recently, Duplicate yesterday's pre-fills a fresh report with yesterday's values so you only edit what changed.

    Selecting a template, with the duplicate-yesterday option.
    Selecting a template, with the duplicate-yesterday option.
  3. 3

    Draft fast with AI fill

    In the editor, paste your rough notes into the AI fill panel (for example *poured slab grid 3–5, 8 guys ABC Concrete, rained till 10, rebar delivery late*) and click Structure with AI. It writes the free-text sections for you; each filled section is tagged so you know it came from AI.

    Turning rough notes into structured sections.
    Turning rough notes into structured sections.
    NoteAI fills the narrative sections only. Your numbers, lists and photos stay yours, and you should review every suggestion before publishing.
  4. 4

    Auto-fill the weather

    In the weather section, click Auto-fill to pull the day's conditions from the project's address. If you're offline, you can type it in by hand.

  5. 5

    Fill the rest and publish

    Complete the remaining sections, then click Publish. The report becomes a read-only record for the day.

  6. 6

    Export or email the PDF

    From the published report, use the Export PDF and Share actions to save a clean PDF or send it on by email.

    TipFiling something short every day is what makes reports valuable later. Duplicate-yesterday plus AI fill is designed to keep that under a minute.
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