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Daily Logs

The Daily Logs section gives customers visibility into their project's progress through documented work activities, photos, and updates from your team.

What Customers See

Daily logs appear as a chronological record of work performed on the customer's project. Each entry shows information your staff documented during construction.

Log Entry Contents

Each visible daily log includes:

InformationDescription
DateWhen the work was performed
Work DescriptionWhat was accomplished
Progress PhotosImages documenting work
Team MembersWho worked on site
WeatherConditions during work
AnswersResponses to client-facing questions

What Stays Hidden

Customers do not see:

  • Draft (unsubmitted) logs
  • Internal communication questions
  • Questions not marked client-viewable
  • Cost or time tracking information
  • Private staff notes

Viewing Daily Logs

Log List

The daily logs page shows:

  • All submitted logs for their project
  • Most recent entries first
  • Date and summary preview
  • Photo count indicator

Log Details

Clicking a log entry shows:

  • Full work description
  • All attached photos
  • Weather data at time of work
  • Team member names
  • Answers to client-facing questions

Progress photos within a log:

  1. Display as thumbnails
  2. Click to open in lightbox view
  3. Navigate between photos
  4. Download individual images

Dashboard Widget

If enabled, the customer dashboard shows:

  • Recent daily log activity
  • Latest progress photos
  • Quick link to full logs section

This keeps customers informed without requiring them to navigate to the logs page.

How Logs Become Visible

Submission Status

Only submitted daily logs appear in the portal. Draft logs remain hidden until finalized by staff.

Client Communication Category

Questions in the Client Communication step category are designed to be customer-facing:

  • These answers appear in the portal
  • Staff can write alternative "client text" for questions
  • Internal Communication answers remain private

For Staff: Making Logs Customer-Visible

Creating Customer-Facing Logs

  1. Create a daily log for the project
  2. Complete the Client Communication step thoughtfully
  3. Add clear progress photos
  4. Submit the log (drafts won't appear)
  5. Log becomes visible in customer portal

Writing for Customers

When completing client-facing questions:

Do:

  • Write clear, professional descriptions
  • Explain progress in customer-friendly terms
  • Include context for photos
  • Note upcoming milestones

Don't:

  • Use internal jargon
  • Reference costs or time
  • Include sensitive details
  • Leave entries blank if customer-facing

Example Entries

Good client-facing entry:

"Completed framing for the kitchen addition. All windows are framed and ready for installation next week. Passed rough framing inspection."

Too internal:

"Framing done. Mike had issues with the header - took extra time. Need to talk to supplier about late delivery."

Common Customer Questions

"Why are there no recent logs?"

Customers may ask this when:

  • No work has been performed recently
  • Logs exist but haven't been submitted
  • Staff is documenting but saving as drafts
  • Project is between phases

Response: Check for draft logs that need submission, or explain the project status.

"Can I comment on a log entry?"

Daily logs are read-only for customers. Direct them to the Messages feature to ask questions about specific work entries.

"Why don't I see all the details?"

Some information stays private (internal notes, costs). Explain that logs show work progress while business details are managed separately.

Enabling Daily Logs in Portal

Configuration Steps

  1. Settings → Client Portal → Features
  2. Enable Daily Logs or Project Progress
  3. Save configuration

Verification

After enabling:

  1. Submit a daily log on a test project
  2. Log into the portal as the customer
  3. Verify the log appears correctly
  4. Check photos display properly

Troubleshooting

Logs Not Appearing for Customer

Check that:

  • Daily logs feature is enabled in portal settings
  • Log status is Submitted (not Draft)
  • Project is linked to the customer
  • Customer has portal access

Photos Missing

Verify:

  • Photos were attached before submission
  • File format is supported (JPG, PNG)
  • Files uploaded successfully (no errors)
  • Photo question is in Client Communication step

Wrong Information Showing

If incorrect content appears:

  1. Edit the daily log in Readybuild
  2. Correct the client-facing answers
  3. Save changes
  4. Portal updates automatically

Best Practices

Submission Timing

  • Submit logs the same day work occurs
  • Don't batch multiple days together
  • Weather data captures current conditions

Photo Quality

  • Include multiple angles
  • Show context (room, area)
  • Document completion of phases
  • Avoid photos with sensitive information

Consistent Updates

Regular logs build customer confidence:

  • Submit even on slow progress days
  • Note waiting periods (permits, inspections)
  • Communicate next steps when possible