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How to Manage Dayworks Sheets in Dashpivot

Manage dayworks sheets in Dashpivot with digital signatures, photo evidence, approval workflows, and branded PDF exports to support payment claims.

Written by Sam

Introduction

Dashpivot gives clients and contractors a reliable way to capture dayworks records on site, complete with date-stamped digital signatures, photo evidence, and automatic registers. Keep all dayworks sheets in one accessible place and export them as branded PDFs for payment claims and dispute resolution.

How it works

Key Features

  • Keep dayworks sheet creation and tracking consistent across your projects

  • Send automatic notifications when a dayworks sheet moves to the next workflow stage for electronic sign-off

  • Generate a register of all dayworks sheets automatically

  • Create dayworks sheets on site using the Dashpivot mobile app to communicate quickly with your project manager or financial controller

  • Attach photos of work completed and document progress and milestones

  • Download, print, or send dayworks sheets as PDFs with professional layout and company branding

Best Practices

  • Set up your dayworks sheet template as a workflow to keep the sign-off process consistent. Include an "approved/closed" column as the final stage to clearly indicate forms that need no further action

  • Set up workflow notifications to alert the right person for sign-off at each step, including your client if they have a Dashpivot account

  • Include a manual signature field to collect signatures from other parties on site who don't have Dashpivot accounts — this is the best option if the client representative is not a Dashpivot user

  • Include a photo field so additional detail can be added as evidence of work completed and site conditions

  • Use list fields where applicable (e.g. area) to make it easy to find records in the register view and filter by list items in analytics charts

  • Turn on automated form numbering in the template builder to display a sequential number (1, 2, 3…) on each sheet for easy identification and reference

  • In template settings, sort forms by the date on the form rather than the creation date

  • In template settings, set the form thumbnail to display the zone or area if working across a large site

Storm AI Templates

Use Storm AI Templates to generate dayworks sheet templates tailored to your project needs.

Getting Started

Browse free templates in Dashpivot to get started with dayworks sheets. Go to Templates > Browse free templates. Search for "Daywork" and add it to your account. You can update the template name, contents, and settings after adding it.

Learn more

Learn more about time and materials software.

FAQs

Can I collect signatures from clients who don't have Dashpivot?
Yes. Include a manual signature field in your template so client representatives can sign directly on site without needing a Dashpivot account.

Can I attach photos to dayworks sheets?
Yes. Add a photo field to your template to capture evidence of work completed and site conditions alongside the dayworks record.

Can dayworks sheets be exported as PDFs?
Yes. Download, print, or send any dayworks sheet as a branded PDF directly from Dashpivot.

How do I make each dayworks sheet easy to identify?
Turn on automated form numbering in the template builder. Each sheet will display a sequential number when created, making it easy to reference specific records.

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