Construction Daily Report Template Excel Form

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Hey!Spending an hour at the end of the day to complete your report … nobody wants to do that.Not to mention that recounting specific incidents, teams, delays, deliveries, or weather fluctuations can be difficult if you’re relying on your memory or scribbled notes.It’s no secret that construction daily reports are one of the biggest struggles for project managers, foremen, and superintendents.Luckily, though, today’s technology means daily reports no longer require that much effort.With daily report apps (like for example ArchiSnapper), you can easily fill in a checklist, take photos, and use voice-to-text to create reports that are immediately available to everyone at your office. (Your logo, header, footer, and other branding and layout settings will be applied automatically.)Using your tablet or phone on-site, this daily report app allows you to:Fill in the weather conditionsReview checklistsWrite text – or use the voice-to-text functionality – for work done, materials used, etc.Take and annotate photosAsk the client to sign the reportView the report in your cloud archive, along with the signed versions and distribution historyThe best part is you don’t need to wait until the end of the day to fill out this information. You can create your report as you go; if you see a potential risk, for example, take a photo and note it in your report.Then, when the day is over, all you’ll need to do is update the report and send it off. (No more typing out scribbled notes, transferring pictures from your phone to your PC, and struggling with the layout in Word!)How to choose a daily reports appNow that I’ve convinced you to get an app for your daily reports, here are five things you should look for:SimplicityLess is more. At first, it might be tempting to choose an app with a lot of features, fields, forms, and configuration.But keep in mind that 90% of the time, you’ll only need 10% of your app’s core functionalities. You’ll need a quick and easy way to document simple data, together with photos.Fewer buttons and functionalities means less risk for bugs, issues, and misunderstandings — and more adoption by your team, more standardization, and less frustration.Offline functionalitySooner or later, you’ll be without a reliable internet connection. (Think: broken wifi, no 4G network, unpaid telecommunications invoices… or cement basements.)So make sure your app works offline — and that you can at least capture new observations and photos without a connection.Cloud storageYou don’t want to lose all your daily reports if your phone gets stolen or breaks. So your software should have a web backend where your data is synced, and which allows multiple colleagues to access all the daily reports.CompatibilityThough it probably goes without saying, your app should work on both your mobile device and computer.We hear from a lot contractors who prefer to use their phone on-site (to take photos and add quick notes) and then finish the report online from their desktop.Just a suggestion: Avoid buying a Windows device, since the software giant is no longer developing new features or hardware for Windows 10 mobile.Ample featuresThough your app should be simple, it should also include these essential features:Capture notes by typing on your phone/tablet/desktop OR using voice-to-textCapture photos with annotationsDraw and sketch on photosCapture signaturesAuto-number items and reportsGenerate daily reports in PDF format with brandingEmail the PDF construction reports to all parties involvedAutomatically archive and backup dataExport/import from other systemsUse checklistsI hope you like this answer and here is blog post I’ve written where you can find out more about daily construction reports (and what should go in them, how to make them admissible for court, best practices, examples, …)

Hey!Here’s a detailed overview of what daily construction reports are, what the purpose is of daily reports, what goes in them and how to make them admissible for court and some best practices.Construction daily reports document all on-site work done for a construction project in a given day.They typically include:Weather conditionsNumber of working hoursType of work performedSafety observationsPotential delaysCompleted tasksWhat’s the purpose of a construction daily report?By documenting the construction project activities, reports provide transparency, reduce communication issues and safety risks, and protect you during lawsuits.Here are the benefits in more detail:They reduce delays and other issuesMost of the time, construction projects fail because of bad communication and collaboration. Since many people and companies are involved in projects, there’s a constant risk of misunderstandings, mistakes, and delays.Daily construction reports can reduce these by documenting and sharing observations made during site visits. Not only do they help stakeholders understand what needs to get done, they also allow you to catch small issues before they grow bigger.They improve customer relationsWhen it comes to your client, daily reports help you in several ways:They create transparency for your actions.They allow you to demonstrate your progress.They help the client understand your process.Your client, for example, may ask you why HVAC is taking so long to install. Daily reports would give them a window into the duration of each individual step, causing them to increase their patience.If you send daily or weekly reports that demonstrate what you’ve been doing (including materials used, hours spent, etc.), the customer will also feel confident you’re doing a good job.Translation: They’ll be happy to quickly pay whatever invoices you send their way.They help you manage your timeAs with any kind of reporting, construction progress reports allow you to get a better general view on your project and its progress, issues, risks, evolution, etc.If you’re not creating regular site reports, you’re driving blind — and won’t know if you’re heading in the right direction (let alone whether you’ll arrive on time!).They can settle disputesIf a client or general contractor disputes an invoice, your daily construction documentation will be invaluable. It could verify the number of hours worked, the materials used, supplier delays, or weather conditions.That’s why you should always strive to include detailed documentation, photos, and client signatures on every report. If need be, you might even be able to use them in court (more on that below).Even if you have a great relationship with your customer, don’t assume disputes and court claims are out of the realm of possibility. Your team could change, your customer’s management could change — and at that point, any verbal agreements will be moot. Without daily reports, new team members won’t know what was agreed upon or discussed, which could lead to conflicts.In the end, daily construction reports are all about maintaining quality and managing risk. When you make daily reporting a priority, you’ll reduce unplanned costs, lower safety risks, and keep your project on the right track.What goes into a daily report?Since they only include what you need, daily reports all contain different building blocks. Here are the most common elements:Project information: The project name and number, address, report date and author, etc. Adding this information helps managers, customers, and other parties immediately see which project goes with which report. It’ll also help when you need to look up an old report in your archive.Weather conditions: Changes to the weather, such as rain, snow, or intense sun, can cause delays (e.g. when pouring concrete slabs), impact worker efficiency, and increase the potential for accidents.Labor time spent: The workers on site, the number of hours they worked, and what they did.Equipment used and received: Which major materials were used or received, and which weren’t received (and are causing delays).Tasks in progress and tasks completed: Which tasks are in progress (e.g. slab pouring 70% complete) and which tasks are done (and can be documented with photos).Potential risks, issues, delays: Anything worth noting, plus areas where managers or the customer could intervene (e.g. a delay of another contractor that prevents you from starting your portion). Don’t forget to include photos so everyone can see the exact issue.Safety observations and accidents: All safety risks and observations, again with photos. (When accidents happen, the daily report can protect you from litigation.) In the case of accidents, record who was involved, when and where it occurred, how it impacted the work, and any photos of the event.How to make your daily report admissible for courtAs noted above, daily construction reports are often the most important piece of evidence used in court during a contract dispute. But the problem is they’re not always admissible.In addition to having your daily reports signed by the client, you should also follow this advice from Corwin & Corwin law firm:“The most common ground for admissibility of job reports (often the only ground) is that the reports are regularly kept business records of the party who offers them as evidence… To avoid tripping on any of these evidentiary requirements at trial, assign a supervisor or foreman who is on site to fill in the report form each day.At the end of each week (or at regular intervals) collect the reports from each foreman and file them by project at your office. Make sure there is a report for each day you were on site, and that all are complete and accurate. If there are questions or gaps, address them immediately.”Best practices for creating daily construction reportsWhether you’re using an old-school notebook or a nifty new app, there are certain best practices you should follow for your daily construction reports:Provide sufficient detail: Too often, daily reports are drafted noting the date, the weather, and a broad description of the work being performed. This isn’t sufficient for properly communicating with other parties, or for disputes or court claims. Don’t forget that progress reports are supposed to document what happens on the project every day — and not only when problems arise.File reports as early as possible: Memories fade quickly. The shorter the time between events and notation, the more accurate the reports will be. By using an app, you’ll be able to document observations as soon as you make them.Report delays in detail: Record when activities get delayed or stopped, plus the reasons why (e.g. due to weather or an accident). Make sure you record each day of the delay; if you only note a delay’s start date, it’ll look like it only lasted one day.Get it signed: Getting construction site reports signed by a client, manager, or other responsible party increases their value. To preserve the integrity of the reporting, don’t make any changes once it’s signed.Use a checklist: Checklists reduce the risk of mistakes, increase the likelihood everything will get documented, and free up your mental RAM. So use your app’s checklist feature to make a list of what should be in each daily report.Keep it simple: Make sure your report is readable by using common language and including ample pictures. Don’t use specialist terms; just stick to a concise and clear description that anyone can understand.How to use reports to improve your servicesJust like in any other industry, one of the goals of reporting is to understand how your company or project is doing — and to use that information to boost future performance.You might, for example, include manpower details — like trades and hours — into your daily report. Then, along with progress data, you could use this information to track the performance of your team.By keeping daily records of work progress, you’ll gain clearer insight on ongoing projects as well as improve future processes.Daily report example and templateReady to see a construction daily report in action?We created a simple checklist in ArchiSnapper that has an overview of the items to review:FYI: You can download this daily report template here and upload it into your ArchiSnapper account from here.Using this checklist, project managers, foremen, or superintendents can use their mobile device to create a comprehensive site report, even adding pictures and sketches, assignees, dates, PDF annotations, etc.When they finish, the daily report could look like this:Click here if you’d like to see a video of how we used the ArchiSnapper app to create this report.If you’re not yet ready to use an app like ArchiSnapper for your daily reports, we’ve also drafted a construction daily report template (Excel) you can download instead.Whether you use an app, a notebook, or an Excel document, the important thing is to always create construction daily reports. So you can reduce delays, keep your customer informed, settle disputes …I hope this information is useful!Jerry

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Hey!Spending an hour at the end of the day to complete your daily report or safety report … nobody wants to do that.Not to mention that recounting specific incidents, teams, delays, deliveries, or weather fluctuations can be difficult if you’re relying on your memory or scribbled notes.It’s no secret that construction daily reports are one of the biggest struggles for project managers, foremen, and superintendents.Luckily, though, today’s technology means daily reports no longer require that much effort.With field report apps (like for example ArchiSnapper), you can easily fill in a checklist, take photos, and use voice-to-text to create reports that are immediately available to everyone at your office. (Your logo, header, footer, and other branding and layout settings will be applied automatically.)Using your tablet or phone on-site, this report app allows you to:Fill in the weather conditionsReview checklists (for daily progress and/or safety)Write text – or use the voice-to-text functionality – for work done, materials used, etc.Take and annotate photosAsk the client to sign the reportView the report in your cloud archive, along with the signed versions and distribution historyThe best part is you don’t need to wait until the end of the day to fill out this information. You can create your report as you go; if you see a potential risk, for example, take a photo and note it in your report.Then, when the day is over, all you’ll need to do is update the report and send it off. (No more typing out scribbled notes, transferring pictures from your phone to your PC, and struggling with the layout in Word!)How to choose a daily reports appNow that I’ve convinced you to get an app for your daily reports, here are five things you should look for:SimplicityLess is more. At first, it might be tempting to choose an app with a lot of features, fields, forms, and configuration.But keep in mind that 90% of the time, you’ll only need 10% of your app’s core functionalities. You’ll need a quick and easy way to document simple data, together with photos.Fewer buttons and functionalities means less risk for bugs, issues, and misunderstandings — and more adoption by your team, more standardization, and less frustration.Offline functionalitySooner or later, you’ll be without a reliable internet connection. (Think: broken wifi, no 4G network, unpaid telecommunications invoices… or cement basements.)So make sure your app works offline — and that you can at least capture new observations and photos without a connection.Cloud storageYou don’t want to lose all your daily reports if your phone gets stolen or breaks. So your software should have a web backend where your data is synced, and which allows multiple colleagues to access all the daily reports.CompatibilityThough it probably goes without saying, your app should work on both your mobile device and computer.We hear from a lot contractors who prefer to use their phone on-site (to take photos and add quick notes) and then finish the report online from their desktop.Just a suggestion: Avoid buying a Windows device, since the software giant is no longer developing new features or hardware for Windows 10 mobile.Ample featuresThough your app should be simple, it should also include these essential features:Capture notes by typing on your phone/tablet/desktop OR using voice-to-textCapture photos with annotationsDraw and sketch on photosCapture signaturesAuto-number items and reportsGenerate daily reports in PDF format with brandingEmail the PDF construction reports to all parties involvedAutomatically archive and backup dataExport/import from other systemsUse checklistsI hope you like this answer and here is blog post I’ve written where you can find out more about daily construction reports (and what should go in them, how to make them admissible for court, best practices, examples, …)Thanks!Jerry

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What you experience as a teller seems to vary on not only the bank you work for, but the branch you work in. For instance, my experience as a teller is probably very different than those in a lot of other bank branches because I work at a branch that has a lot of higher end clientele. We do a lot more catering and hand-holding than other branches do, and sometimes have to bend the rules a little to get things done.My day starts with me putting up my stuff in a secure area in the break room. If I’m opening, I disarm the alarms and do the morning walk-through with another teller. Then we deal with all the daily duties like getting the work together from earlier that week to send to the main office, putting together the sell for the armored truck, or auditing one of the many machines or vaults we have.I get out my drawer, boot everything up, finish putting the Nightdrops in the system, and then I wait. The morning is usually slow, so we spend a lot of time talking and trying to entertain ourselves… or trying not to fall asleep. Businesses show up a little later in the morning usually or throughout the day. And from there its an array of change orders, trying to sort out the mass of bills and checks sometimes neatly put together and sometimes crammed in a bag with such little care that it could take you 5–10 mins just to sort into some sort of order. But you get through all that and then you wait some more… and you wait some more…. and you wait some more… Given, a lot of branches are actually busy, so there is very little waiting involved, and much more trying not to lose your mind. But this is my branch.There’s a lot of checks being cashed, checks and bills being deposited, and people asking what their balance is. You get the occasional person bringing in their change to cash out. Or you get to let someone into their safe deposit box. That’s all the easy part of being a teller.The hard part is the questions you have to answer and the regulations that you have to follow. Telling people “I’m sorry I can’t do that,” and then having to try and explain why, because they don’t understand. It’s a lot of filling out forms. If I had a dollar for every slip I’ve had to fill out for someone I would’ve nearly doubled my paycheck every month. All of that is monotonous, though. And it can drive you crazy after a while. But the part of my job I really enjoy are those rare instances when I feel like I can actually really help someone. To put in the extra mile and teach someone who’s concerned about counterfeit 20s in her yard sale how to tell the difference between what’s real and what’s fake. To teach someone who doesn’t know English very well how to write out English numbers on his checks so he can pay his employees. It’s painstakingly going through every transaction with someone on their banking statement and showing them the result until they’re satisfied. It’s teaching high school kids how to fill out their first bank deposit form. It’s letting someone know their driver’s license is about to expire. It’s always been the small things that really make the job worth doing to me.But in between all of that, there are the vast arrays of paperwork that have to be done every day. Phone calls for all the check, debit card, and foreign currency orders. Followed by writing out hold logs. Trying to fill private banking’s little tasks. Occasional product phone calls can be assigned, which can take anywhere from one minute to an hour and thirty depending on the number of calls and the type. There’s filling out the occasional credit card application for a customer or a direct deposit request form. Then there’s the federal reporting forms that have to be filled out occasionally depending on the circumstance. In our branch, we also get a large amount of loan work that gets sent our way, so that takes up some time as well—completing their transactions and being essentially front-line secretaries. There are of course sales goals to fill, but at least in my bank, my job doesn’t rely on me signNowing my goal.Even with all that seriousness, some of it can be very funny. Like the truck who ran over lane 4. Or the fact that our ATM is constantly on the fritz and has a taste for eating people’s checks. Or when we’ve accidentally sent two tubes to the same lane. Or that guy who came in wanting to withdrawal $2000 in 1s for a wedding… or someone who chose to deposit an entire tub full of coin. There are days when I go home wanting to scream, and then there are days when I smile from ear to ear, but in the end, I love my job. It may not be an end game for me, but I have very few complaints. I work for a good company, and for now, that’s good enough for me.As for advice… the only thing I can tell you is… try to find joy in the small things. Be kind and people will often be kind to you.

A daily report format in Excel is a structured template that allows users to track and summarize daily activities, tasks, or performance metrics. It typically includes sections for dates, completed tasks, challenges faced, and any notes or action items. Utilizing a daily report format in Excel helps businesses streamline reporting and ensure effective communication.

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