Activity & Notes

Append Notes and information to your Daily Reports

Updated over a week ago

Activity & Notes is a dated and time stamped section where the actions taken in the Daily Report are recorded and viewed. 

You can reach Activity and Notes by clicking the Add Notes option on the Overview page, or by selecting Activity and Notes on the left side menu. 

To add a note you can begin typing in the "Type a note" field. You can also tag a contractor and select a type for each of your notes. If you feel that you have a unique type of note not shown in our list, you can add your own simply by typing it out in the Select Type field. Once you click the Add Note button, the note will be visible to all users with access to that Daily Report. 

Below the note entry section you'll be able to see all notes and uploaded files with the time and date associated as well as who added that particular note or file. As long as you have the permissions to edit the Daily Report, you'll be able to edit and delete notes previously entered. However, if the Daily Report for that day is locked, the options to edit and delete will not be present. 

Let us know if you have any trouble with Activity and Notes! You can contact us at or call us at 800-708-2565. We'll be glad to help!

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