Writing and Submitting a Daily Report

Writing your report

When you open the app, the "Today's report" screen appears. Fill in the fields defined by your template.
Tap "Start from a copy of yesterday" to pull in yesterday's content as a draft (photos and time clock stamps are not copied). Just fix what changed and you are done in seconds.
Everything you type is saved automatically (both on your device and on the server). When you see "✓ Draft saved" it is stored. If you close the app halfway, your draft is restored the next time you open it.
You can also create a draft by talking, with voice entry ("Speak to Fill In", beta) — see the separate manual "Speak to Fill In (Voice Entry, Beta)".
Some templates require fields to be filled in from the top. When this is set, the next field stays locked until you fill in the previous required field, and shows "Fill in the previous item to unlock this one". If a field is locked, fill in the one above it first.

Templates with a photo field (construction, restaurant and similar) let you attach photos via "Add photo" — take a picture or pick from your album.
Photos are compressed automatically, so uploads stay fast even on a mobile connection. The format is JPEG, and the maximum count depends on the template (up to 20 for construction).
An attached photo keeps its original timestamp (EXIF) and shows as "Taken ..." on the report, so it can serve as evidence of when it was taken. If an admin has turned this off in the "Features" section of the "Settings" screen, it will not appear.
While "Uploading photos…" is shown, the submit button waits. Submit after the upload finishes.

Besides text, choice, and checklist fields, a template can include the following. Each appears only when your template includes it.

Numbers: A dedicated numeric keypad opens so you can enter digits quickly.
Auto calculation: A field calculated automatically from other number fields (sum, difference, product, or ratio). The value fills in by itself and cannot be typed.
Line items: Tap "+ Add a row" to add as many rows as you need (visits, deliveries, etc.). Number columns are totaled automatically. There is a limit on the number of rows.
Rating: Record a rating with one tap, using stars or a slider.
Time clock: Tap "Clock in", "Clock out", or "Break" to stamp the time with one tap. Worked hours are aggregated automatically from your stamps.

Tap the "Submit" button fixed at the bottom of the screen (no scrolling needed).
After submitting, a screen asks for today's mood. Your mood is a personal record and is not shown on your manager's screens.
You can review today's submitted report from the "Today's report" screen. You cannot submit twice for the same day.

If a required field is empty, the submit action points out which field is missing.

If you missed the previous business day, a "Write the report for ... (missed)" link appears on the Today screen.
Backfill entries skip the mood question. The actual submission time is kept on record.

A submitted report can be edited via "Edit this report" (within 7 days of the report date).
Resubmitting shows the report as unread again to readers.