Review daily logs in ServiceTitan

Overview

Daily logs include a summary of notes, issues, materials, equipment, site safety, and weather conditions for construction projects. Once your foremen send daily logs to you through the ServiceTitan Field Mobile App, you can convert them into formal PDFs to facilitate timely requests for information (RFIs), change orders, mitigation efforts, and enhanced communication.

Things to know

• The fields under the Field Report tab are not editable as those are entered in by the foreman in the ServiceTitan Field Mobile App.

• If the foreman doesn't edit any fields, the daily log remains Incomplete. When the foreman edits at least one field, the system changes the status to Draft.

Best practices

• Work with your foreman to establish a consistent, repeatable, and scalable process for daily reporting across projects.

Find and review Daily Log Field Reports

In daily logs, the Field Report is the information that the foreman in the field enters on the ServiceTitan Field Mobile App. To find the specific Field Report(s) you're looking for:

1. Search for and open the project.

2. In the side panel, click Daily Logs. By default, the current day's daily log is selected. 

3. Click Jump to Date and select the date of the log you want to review. 

   Tip: You can also click the dropdown to filter the daily logs list by Project Health and Log Status.

   

4. Review the daily log.

Generate Logs

After you review the Field Report entered by the foreman, you can generate a log that can be downloaded as a PDF. To generate a log on a Field Report:

1. Open the Daily Log you want to generate a log for.

2. Go to the Generated Log tab.

3. Click Generate Log. The AI summary is automatically generated. 

4. Click a field edit it, if needed, and then click Confirm when you're finished. 

5. If the timesheet hours have been updated since the log was generated, click Refresh Data. 

6. After refreshing the data, click the status dropdown and select Approved.        

   Note: After the Daily Report is approved, the foreman cannot edit it from mobile.

    

7. To convert the daily log to PDF, click Download PDF. The PDF is automatically saved to your device so you can send it to any relevant third parties.        

   Note: You can send the PDF via email through the Messages section in your project using Communication Hub.

Want to learn more?

• See Use daily logs to document your activity on projects in the ServiceTitan Field Mobile App

• See RFIs and Change Order Requests overview

• See Project Operations: Daily Logs report template