Subcontractor and worker setup
Create subcontractor, worker, and contact records before planning work. Keep addresses, phone numbers, document requirements, and active state up to date so old or incomplete records do not pollute operational lists.
Week planning and performance records
Use the planning overview to assign people to jobsites and follow planned work. Performance records help convert actual work into structured follow-up, including hours, dates, jobsites, and operational notes.
When planning data comes from imports, review names, dates, and jobsites before relying on totals for invoicing or reporting.
Progress reports and signing
Progress reports can be opened, downloaded, sent, signed, linked, and used for invoicing workflows. Keep report status current so the team knows which work is still draft, waiting for approval, signed, or ready for invoice preparation.
Documents, CIAW, and exports
Planning and subcontractor workflows often need documents, Checkinatwork or CIAW information, and PDF exports. Store documents in the relevant records and use exports when the team or customer needs a stable snapshot.