Add Visitors to Daily Log

Key people that visit the job site such as an owner, architect, or building inspector can be documented in this section along with the time and purpose for the visit. An option for importing contacts from the Project Directory is also available.


Adding Visitors

  1. Navigate to the Visitors section on the Daily Log Details form.
  2. Click the Add / Import Items drop-down on the far right.
  3. Select one of the options below.
    • Option A - Add Manually
    • Option B - Import From Project Directory
  4. Please see steps below based on the option chosen.

   Option A - Add Manually

  1. Enter the Company Name.
  2. Enter the Contact Name (aka Visitor).
  3. Enter the Time of Visit.
  4. Optional: Enter the Purpose of the visit.

   Option B - Import From Project Directory

  1. Optional: Use the Search field to filter the Project Directory listing.
  2. Select the Company | Contact by clicking the checkbox on the left.
  3. Enter the Time of Visit.
  4. Repeat steps 1-3 for additional visitors.
  5. Click the Add or Add and Close button below the grid.