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Adding Your First Job in Dayworkbook

Platform: Both (Web Application and Mobile App) 
User Type: Org Admin / Admin / Standard 
Difficulty: Beginner
Estimated Time: 5 minutes 
Last Updated: September 2025

Quick Summary

Learn how to create a job in Dayworkbook for unquotable construction work, including client assignment from your directory and project setup for daywork sheet creation. Jobs serve as project containers for all related daywork activities.

What You'll Learn

  • Create a new job with client details from your central directory
  • Configure job settings for daywork sheet creation and team access
  • Understand job types suitable for daywork tracking (variations, emergency repairs, time & materials work)
  • Set up user permissions for project-specific access control

Before You Start

Prerequisites:

  • Dayworkbook account with Admin access or higher
  • At least one client added to your Directory (or you can add when creating a Job)
  • Understanding of your project requirements and scope

You'll Need:

  • Job reference or project name
  • Client selection from your configured directory
  • Estimated start date for the unquotable work
  • List of team members who need access to this project

Step-by-Step Instructions

Step 1: Navigate to Job Creation

1. From the main dashboard, click "Create First Job" or navigate to Jobs section

2. Click the "+ New Job" button (web: top right, mobile: floating action button)

      

3. The "Add New Job" form will open

    

🎯 Key Point: Jobs in Dayworkbook are for your projects where you are completing unquotable work requiring resource tracking and client approval 

📱 Mobile Note: The floating "+" button provides quick access to job creation from the Jobs page

Step 2: Enter Job Details

Complete the basic job information:

1. Job Title: Enter a unique and descriptive project name (e.g., "ABC Apartments", "Sunshine Shopping Centre")

2. Client: Select from your configured clients using the dropdown menu

3. The system automatically assigns a Job Number in sequential order

      

🎯 Key Point: Jobs typically have multiple daywork sheets within them

💡 Pro Tip: Use clear, descriptive job titles that both your team and the client will easily recognise 

⚠️ Watch Out: You can only select clients that have been previously added to your Directory

Step 3: Select Client Representatives

Choose who can approve daywork sheets for this project:

1. In the "Select Client Reps" section, view all representatives for the chosen client

2. Select the appropriate Client Rep(s) who have authority to approve work on this project

3. Multiple representatives can be selected for flexibility

      

🎯 Key Point: Only selected Client Reps will be able to approve daywork sheets for this specific job 

💡 Pro Tip: Select multiple Client Reps to ensure approval availability when primary contacts are unavailable

Step 4: Configure User Access

Set which of your team members can access this project:

1. In the "Select Users" section, view all your Users

2. Choose Users who need access to create and manage daywork sheets for this job

3. User access can be modified later from within the Job Settings

    

    

🎯 Key Point: User access controls who can create daywork sheets for this specific project 

⚠️ Watch Out: Only users with appropriate permissions can create daywork sheets

Step 5: Finalise Job Creation

1. Review all entered information for accuracy

2. Click "Create Job" to save and create the project

3. You'll be redirected to the new Job Details page

        

💡 Pro Tip: Double-check client and representative selections as these determine the approval workflow

Understanding the Results

After creating your job, you should see:

  • Job Details Page: Shows job summary, client information, and key metrics
  • Status: New jobs automatically start as "In Progress"
  • Sheet Summary: Currently shows zero sheets as none have been created yet
  • Action Buttons: Options to create new daywork sheets or compile existing ones
  • Access Control: Only selected users can view and work on this project

The job now serves as a container for all related daywork activities and provides the foundation for professional client documentation.

Troubleshooting Common Issues

Problem: Client not appearing in dropdown list 
Cause: Client hasn't been added to Directory or browser cache issues 
Solution: Add the Client from within the drop down, or navigate to Directory > Clients to add the client first. If client exists, refresh the page and try again.

Problem: Can't select Client Representatives 
Cause: No Client Reps have been added for the selected client 
Solution: Go to Directory > Clients, select your client, and add Client Rep contact details before creating the job.

Problem: User not available for selection 
Cause: User may not have been invited have have been set to inactive status 
Solution: Check Settings > Team & Access to verify the user has been invited with Read Only or higher permissions.

Problem: Job creation fails or times out 
Cause: Network connectivity issues or required fields incomplete 
Solution: Ensure all required fields are completed and you have stable internet connection. Try refreshing and recreating if the issue persists.

Problem: Can't see newly created job 
Cause: Browser cache or user access restrictions 
Solution: Refresh the Jobs page. If still not visible, check that you have appropriate permissions for the project.

What's Next?

With your job created, your next steps are:

  1. Create your first daywork sheet - Document daily work activities and resource usage
  2. Set up job-specific preferences - Configure notifications and approval workflows
  3. Invite additional team members - Add users to the project as needed
  4. Begin daywork documentation - Start tracking labour, equipment, materials, and progress

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