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Platform Overview - Quick Tour

Platform: Both (Web Application and Mobile App) 
User Type: Prospective Customers / All Users
Difficulty: Beginner 
Estimated Time: 8 minutes 
Last Updated: September 2025

Quick Summary

Take a comprehensive tour of Dayworkbook's dual-platform system: the mobile app for field workers creating daywork sheets on-site, and the web application for office management, reporting, and billing. Understand how both components work together to digitize your entire daywork process.

What You'll Learn

  • How the mobile app and web application work together seamlessly
  • Core functionality of each platform component
  • Understanding the complete digital workflow from creation to billing
  • Key features that differentiate Dayworkbook from paper processes

Dual-Platform Architecture

Mobile App + Web Application = Complete Solution

Dayworkbook uses a two-component system designed for construction workflows:

Mobile App: Field-focused for creating daywork documentation 

Web Application: Office-focused for management, reporting, and billing

Both platforms sync seamlessly to provide real-time access to your daywork data anywhere, anytime.

Mobile App: Field Documentation

Primary Purpose: On-Site Daywork Creation

The mobile app is designed for field workers and site supervisors to create comprehensive daywork documentation while at the job site.

Key Mobile Features

Daywork Sheet Creation
  • Quick job selection from your active projects
  • Real-time resource tracking for labour, plant, materials, and rate items
  • Professional sheet formatting with your company branding
  • Offline functionality - works without internet connectivity
Resource Management
  • Labour tracking: Add workers by position, hours, and rates
  • Plant & equipment: Log machinery usage, tools, and equipment costs
  • Materials: Record supplies, quantities, and unit costs
  • Rate items: Track composite work by measurable units (m², m³, linear metre, tonne)
Visual Documentation
  • Integrated camera: Capture photos directly into daywork sheets
  • Unlimited photo storage for comprehensive work documentation
  • Before/during/after progress visual records
  • Automatic photo organization by daywork sheet
Client Approval Workflow
  • In-person signature capture using touch screen
  • Email signature capture if Client Rep is not available
  • Client contact selection from your directory
  • Immediate approval status updates
  • Secure signature storage with timestamp validation
Offline Capabilities
  • Work without connectivity on remote construction sites
  • Automatic sync when internet connection returns
  • Data protection - never lose work due to connectivity issues
  • Queue management for multiple offline sheets

Mobile App Navigation

Bottom Navigation Bar provides quick access to:

  • Jobs: Browse and select active projects
  • Sheets: View all daywork sheets across projects
  • Directory: Access client and resource information
  • Settings: Account and app preferences

Web Application: Management & Administration

Primary Purpose: Office Management and Billing

The web application best serves administrators and office staff who need comprehensive project oversight, team management, and professional billing capabilities.

Key Web Features

Dashboard and Analytics
  • Performance overview: Jobs in progress, sheets pending approval, earned value
  • Real-time metrics: Success rates, team productivity, project status
  • Visual analytics: Charts and graphs showing business intelligence
  • Quick actions: Create new sheets, access recent projects
Job Management
  • Project creation: Set up jobs with client details and scope information
  • Job lifecycle tracking: Monitor project progress from start to completion
  • Resource assignment: Link relevant labour, plant, materials, and rates to specific jobs
  • Client relationship management: Maintain comprehensive client records
Directory Administration

Centralized resource management for consistent project setup:

  • Clients: Contact information and Client Reps for each
  • Labour: Worker positions, worker names, standard rates, overtime rates, start/finish times
  • Plant & Equipment: Machinery details, charge out rates, day and hour units
  • Materials: Supply costs, unit measurements
  • Rate Items: Composite work description, unit pricing, number of each
Team and User Management
  • Multi-level access control: Org Admin, Admin+Billing, Admin, Standard, Read Only
  • Job-specific permissions: Control which projects users can access
  • User invitation system: Add team members with appropriate access levels
  • Activity monitoring: Track user actions and sheet approval workflows
Advanced Reporting and Analytics

Business Intelligence Module provides:

  • Comprehensive filtering: Date ranges, projects, users, clients, resource types
  • Professional PDF reports: Branded documents ready for client presentation
  • Visual analytics: Charts, graphs, trend analysis, performance metrics
  • Export capabilities: Data export for accounting software integration
  • Historical analysis: Track performance patterns over time
Billing and Compilation
  • Multi-sheet compilation: Combine multiple daywork sheets into billing reports
  • Professional presentation: Branded PDFs with totals, breakdowns, and supporting documentation
  • Billing report types: Detailed cost reports and summary quantity reports
  • Client-ready formats: Professional documents suitable for payment processing

Core Workflow Integration

How Mobile and Web Work Together

Step 1: Setup (Web Application)
  • Create jobs with client and project details
  • Set up directory with clients, labour, plant, materials, and rate items
  • Invite team members with appropriate access levels
  • Configure branding and company preferences
Step 2: Field Work (Mobile App)
  • Select active job from synchronized job list
  • Create daywork sheet with comprehensive resource tracking
  • Capture photos for visual documentation of work completed
  • Get client approval through in-person signature or email workflow
Step 3: Management (Web Application)
  • Monitor sheet status through real-time dashboard updates
  • Review completed sheets with full resource details and photos
  • Generate reports with advanced filtering and analytics
  • Compile billing reports for professional client invoicing
Step 4: Analysis and Growth (Web Application)
  • Analyze performance using business intelligence reporting
  • Track profitability across projects and resource types
  • Optimize workflows based on data insights
  • Scale operations with user management and directory expansion

Key Differentiators from Paper Daywork Books

Digital Advantages

Dispute Elimination
  • Timestamped records with precise work timing
  • Photo evidence showing actual work completed
  • Electronic signatures providing legal approval proof
  • Clear formatting eliminating handwriting interpretation issues
Professional Presentation
  • Company branding on all client-facing documents
  • Consistent formatting across all daywork sheets
  • High-quality reports suitable for professional billing
  • Digital delivery via email with secure links
Operational Efficiency
  • Automatic calculations eliminating manual math errors
  • Instant compilation of multiple sheets into billing reports
  • Real-time status tracking across projects and team members
  • Searchable records for quick access to historical data
Cost Control
  • Same price point as paper books ($3 per sheet)
  • No waste from partially used paper books
  • Reduced administrative time through automated processes
  • Faster payment cycles with professional billing presentation

Resource Tracking System

Four Core Resource Categories

1. Labour
  • Worker positions: Foreman, tradesman, apprentice, labourer
  • Time tracking: Hours worked with start/end times
  • Rate management: Standard rates, overtime rates, productivity bonuses
  • Team coordination: Multiple workers on single sheets

   

2. Plant & Equipment
  • Machinery: Excavators, cranes, trucks, specialized equipment
  • Tools: Power tools, hand tools, safety equipment
  • Rental management: Daily rates, usage hours, fuel costs
  • Equipment photos: Visual documentation of machinery used

     

3. Materials
  • Supply tracking: Concrete, steel, timber, fixtures, consumables
  • Quantity management: Units, weights, volumes, linear measurements
  • Cost recording: Unit prices, total costs, supplier information
  • Waste tracking: Account for material usage and waste factors

   

4. Rate Items
  • Composite work: Tasks measured by output rather than time
  • Unit measurements: Square metres (m²), cubic metres (m³), linear metres, tonnes
  • Performance rates: Productivity-based pricing models
  • Quality specifications: Work standards and completion criteria

     

Client Interaction and Approval

Approval Workflows

In-Person Approval
  • Touch signature directly on mobile device screen
  • Immediate confirmation of client acceptance
  • Photo capture of client representative at signing
  • Instant status updates across all platforms
Email Approval
  • Secure email delivery to designated client contacts
  • Professional presentation with company branding
  • One-click approval through secure, temporary links
  • Automatic notifications when approval is completed
Client Benefits
  • No account required - clients never need to create accounts or remember passwords
  • Professional documentation enhances contractor credibility
  • Clear work records reduce disputes and payment delays
  • Digital convenience while maintaining familiar approval processes

Getting Started

Platform Requirements

Mobile App
  • iOS: iPhone or iPad running iOS 12 or later
  • Android: Phone or tablet running Android 8 or later
  • Storage: Minimum 1GB available space for photos and offline data
  • Camera: Required for photo documentation
Web Application
  • Browser: Modern web browser (Chrome, Safari, Firefox, Edge)
  • Device: Any computer, laptop, or tablet with internet connectivity
  • Resolution: Optimized for desktop and tablet viewing
  • Internet: Reliable connection required for real-time functionality

Implementation Timeline

  • Day 1: Account setup and company branding (5 minutes)
  • Day 1: Complete built-in demo walkthrough (2 minutes)
  • Day 1-2: Set up directory with key clients and resources (30 minutes)
  • Day 2: Create first real job and daywork sheet (10 minutes)
  • Week 1: Team training and workflow optimization (ongoing)

Success Metrics

  • Faster billing cycles: Reduce compilation time from hours to minutes
  • Dispute reduction: Eliminate disputes through clear digital documentation
  • Professional image: Enhanced client perception through branded presentations
  • Team efficiency: Streamlined workflows with real-time collaboration
  • Business insights: Data-driven decision making through comprehensive reporting

What's Next?

Ready to Experience the Platform?

  1. Start Free Trial: Get 5 complimentary daywork sheets to test with real projects
  2. Complete Setup: Follow the guided onboarding process
  3. Explore Features: Use both mobile and web applications
  4. Train Your Team: Add users and configure appropriate access levels
  5. Go Live: Begin creating digital daywork sheets for current projects

Need More Information?

  • Technical Details: Review system requirements and compatibility information
  • Feature Deep-Dives: Explore detailed guides for specific functionality
  • Implementation Support: Contact support for personalized setup assistance
  • Pricing Information: Understand the credit system and cost structure

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