---
title: Platform Overview - Quick Tour
description: "Platform: Both | User: Standard+ | Difficulty: Beginner | Time: 8 min\n Client approval workflows including email and in-person signing methods."
---
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1. [Dayworkbook Help Centre & Knowledge Base](https://help.dayworkbook.com/?hsLang=en-au)
2. [Platform Introduction](https://help.dayworkbook.com/platform-introduction?hsLang=en-au)
28 August 2026
# Platform Overview - Quick Tour
**Platform**: Both (Web Application and Mobile App)
**User Type**: Prospective Customers / All Users
**Difficulty**: Beginner
**Estimated Time**: 8 minutes
---
### **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
- **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
##### **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
---
### **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**
- **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 a 30-days free trial to test Dayworkbook 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 pricing tiers
### **Related Articles**
- **[What is Dayworkbook?](https://help.dayworkbook.com/what-is-dayworkbook?hsLang=en-au)**: Complete platform introduction and value proposition
- **[Dayworkbook FAQ](https://help.dayworkbook.com/dayworkbook-faq-common-questions?hsLang=en-au)**: Answers to common questions about features and pricing
- **[Getting Started with Dayworkbook](https://help.dayworkbook.com/getting-started-with-dayworkbook?hsLang=en-au)**: Detailed setup and onboarding guide
- **[Adding Your First Job](https://help.dayworkbook.com/adding-your-first-job-in-dayworkbook?hsLang=en-au)**: Step-by-step job creation process
- **[Creating Daywork Sheets:](https://help.dayworkbook.com/creating-a-daywork-sheet?hsLang=en-au)**Comprehensive guide to mobile app usage
- **[User Access Management](https://help.dayworkbook.com/user-access-management-and-permissions?hsLang=en-au)**: Team setup and permission configuration
### **Still Need Help?**
If you need more detailed information:
- Check **"[Getting Started with Dayworkbook](https://help.dayworkbook.com/getting-started-with-dayworkbook?hsLang=en-au)"** for complete setup instructions
- Review **"[Dayworkbook FAQ](https://help.dayworkbook.com/dayworkbook-faq-common-questions?hsLang=en-au)"** for answers to specific questions
- **[Start your free trial](https://dayworkbook.web.app/)**to experience the platform hands-on
- Contact us via[**https://dayworkbook.com/contact/**](https://dayworkbook.com/about/contact) for personalized guidance
- [Platform Introduction](https://help.dayworkbook.com/platform-introduction?hsLang=en-au)
- [Getting Started](https://help.dayworkbook.com/getting-started?hsLang=en-au)
- [Resource Management](https://help.dayworkbook.com/resource-management?hsLang=en-au)
- [Client Interaction](https://help.dayworkbook.com/client-interaction?hsLang=en-au)
- [Account Management](https://help.dayworkbook.com/account-management?hsLang=en-au)
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