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Field operations & job costing
What crews do on the jobsite — and how the real costs roll up against budget.
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4 guides · ~1 min read
The Field workspace for crews
Crew members land in a focused, mobile-friendly Field workspace built for the jobsite. They see the day's schedule and their assigned jobs — and no financial details (crew are money-blind by design).
Log time, materials, and the day's work
- 1Open the job in Field and add a Time entry for hours worked.
- 2Add a Material log for what got used on site.
- 3Add a Daily log to capture conditions and progress — with a one-tap weather stamp and crew count — and snap jobsite Photos.
- 4Photos stay internal unless you tap the eye to share one to the customer's portal.
- 5Need to flag added work? Add Punch list items right from the field.
Report a safety incident
- 1In the job's Field workspace, open Incidents and record what happened.
- 2Capture the details and any photos so there's a clear, timestamped record.
Track budget vs. actual (job costing)
The project's costing view rolls up every cost — labor time, materials, subs, permits, and manual entries — against your estimate, so you see margin erosion before it's a problem.
- 1Open the project and go to the Costing tab.
- 2Compare Budget vs. Actual by category, with each line's percent of budget.
- 3Watch the actual margin update as real costs come in.
- 4Add a Manual cost entry for anything that isn't captured automatically (a one-off fee, a cash purchase).
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