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Compiling Sheets for Billing

Platform: Mobile & Web Application 
User Type: Standard / Admin+Billing / Org Admin
Difficulty: Beginner
Estimated Time: 5 minutes
Last Updated: September 2025

Quick Summary

Generate quantity summary reports by compiling multiple approved daywork sheets into consolidated resource totals. Perfect for progress reporting, work verification, and internal documentation without cost calculations.

What You'll Learn

  • Select multiple approved daywork sheets for compilation
  • Generate summary reports showing total quantities by resource type
  • Download and share quantity summaries for progress reporting
  • Understand when to use Summary Reports vs Billing Reports
  • Access compilation features on both mobile and web platforms

Before You Start

Prerequisites:

  • Standard user permissions or higher
  • Multiple approved daywork sheets from the same Job/Client
  • Access to mobile app or web application

You'll Need:

  • At least two approved daywork sheet ready for compilation
  • Clear understanding of which work periods to include in the summary
  • Purpose for the quantity summary (progress reporting, verification, etc.)

Step-by-Step Instructions

Step 1: Access the Compile Feature

On Mobile:

1. Navigate to Jobs from the bottom menu

2. Select the job containing approved sheets

3. Tap the "Compile" button

On Web:

1. Navigate to Jobs section from the main menu

2. Select the Job containing approved sheets

3. Multi-select sheets using the checkboxes in the table

4. Click "Compile"

🎯 Key Point: Unlike Billing Reports, Summary Reports are available to all user types and work on both platforms

Step 2: Select Sheets for Compilation

Choose which approved daywork sheets to include:

1. Date Range Selection: Set start and end dates for the reporting period

2. Sheet Status Filter: Ideally include only "Approved"

3. Manual Selection: Review and select specific sheets to include

4. Exclusion Options: Deselect any sheets that shouldn't be included

💡 Pro Tip: Group sheets by logical reporting periods (weekly, monthly, or project milestones) for clearer progress tracking 

Step 3: Generate the Summary Report

1. Click "Create Summary Report" (on mobile) or “Compile” (on web)

2. The system processes all selected sheets and calculates quantity totals

3. A professional PDF document is generated with:

  • Company branding and client information
  • Summary of all resource usage by type
  • Quantities only - no cost calculations
  • Individual sheet attachments (if selected)

Step 4: Review Generated Summary Report

The summary report includes:

Report Header:

  • Company and client information
  • Reporting period and report date
  • Job reference and project details

Resource Summary Tables:

  • Labour: Total hours by position, with standard and overtime breakdowns
  • Plant & Equipment: Equipment usage totals by item and duration
  • Materials: Material consumption by type and quantity
  • Rate Items: Composite work totals by service category and measurement

Supporting Documentation:

  • Original signed daywork sheets hyperlinked in report

🎯 Key Point: Summary Reports show quantities only - no rates or cost calculations are included

Step 5: Download and Share

Share your summary report:

Download Options:

  • PDF Download: Save to your device for email or printing
  • Direct Email: Send directly to selected recipients

Common Use Cases:

1. Progress Reporting: Show clients work completed without revealing costs

2. Internal Reviews: Track resource usage for project management

3. Work Verification: Confirm quantities before final billing

4. Subcontractor Reports: Provide quantity summaries to main contractors

💡 Pro Tip: Use Summary Reports when you need to show work progress only, not pricing

Understanding the Results

After successful compilation, you should have:

  • Professional summary document combining multiple daywork sheets into quantity totals
  • Resource usage overview without cost implications
  • Complete supporting documentation with original signed sheets and photos
  • Shareable format appropriate for progress reporting and verification
  • Permanent records stored within the job for future reference

When to Use Summary Reports

Perfect for:

  • Progress reporting to clients
  • Internal project management
  • Work verification before billing
  • Situations where rates should remain confidential
  • Quick quantity overviews

Create a Billing Report instead when:

  • You need cost calculations for invoicing
  • Creating client payment claims
  • Integrating with accounting software
  • Providing comprehensive billing documentation

Troubleshooting Common Issues

Problem: No sheets available for compilation 
Cause: No approved sheets for the selected job or date range 
Solution: Verify that daywork sheets have been approved by Client Reps. Check date range settings and ensure sheets are in "Approved" status.

Problem: Compile button not visible 
Cause: No approved sheets in the job or system permissions issue 
Solution: Ensure there are approved sheets available and you have appropriate user permissions.

Problem: Report generation fails 
Cause: Large file sizes from extensive photos or system processing issues 
Solution: Try compiling smaller batches of sheets. Ensure stable internet connection.

Problem: Original daywork sheets missing from compilation 
Cause: "Include Original Sheets" option not selected 
Solution: Re-generate the report ensuring the include option is selected.

What's Next?

With your summary reports generated, your next steps might be:

  1. Share progress updates - Distribute quantity summaries to relevant stakeholders
  2. Prepare for billing - Use summary data to prepare for formal billing processes
  3. Project analysis - Analyse resource usage patterns for future project planning
  4. Consider Billing Reports - Upgrade to full billing reports when you need cost calculations

Related Articles

  • Billing Reports - Professional Client Invoicing - Create comprehensive billing documents with costs
  • Getting Daywork Sheets Signed by Client Representatives - Ensure sheets are approved before compilation
  • Understanding User Permissions and Access Levels - Learn about different user capabilities
  • Setting Up Directory Rates for Accurate Billing - Configure rates for future billing needs

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