Implementation handbook: getting your field team on board

Before the session

• Invite each super/lead with the Field role (or a Field super profile).
• Restrict them to their jobs if they shouldn't see others.
• Have one live job with a schedule for practice.

The 30-minute session

1. Install on their phone (5 min) — see “Using Construction Company Software on your phone”.
2. Open today's job → Lookahead: what's starting and who's confirmed (5 min).
3. Fill today's daily log together: weather, crew, work done, one photo; sign it (10 min).
4. Add a punch item with a photo and notify the sub (5 min).
5. Clock in and out (5 min).

First two weeks

• Ask for a signed daily log every day — check Reports → Custom reports with the Daily logs dataset grouped by project.
• Update % complete on tasks from the log so the schedule stays honest.
• Collect questions and check the help center together.