- ConstructionOnline Knowledge Base
- Daily Logs
- FAQ: Daily Logs
-
Getting Started
-
FAQs
-
Workflows
-
Manage Account
-
Manage Company Users
-
Contacts
-
Lead Tracking
-
Opportunities
-
Projects
-
Estimating
-
Change Orders
-
Client Selections
-
Purchasing
-
Invoicing
-
Items Database & Costbooks
-
Accounting Integrations
-
Scheduling
-
Calendars
-
To Do Lists
-
Punch Lists
-
Checklists
-
Daily Logs
-
GamePlan™
-
Time Tracking
-
Communication
-
RFIs
-
Submittals
-
Transmittals
-
Redline™ Takeoff
-
Redline™ Planroom
-
Files & Photos
-
Company Reporting
-
CO™ Drive
-
Using the ClientLink™ Portal
-
Using the TeamLink™ Portal
-
SuiteLink
-
CO™ Mobile App
-
ConstructionOnline API
How do I share daily logs with clients?
There are two different options to share daily logs with clients in ConstructionOnline:
- Give them permission to view daily logs in the Project Portal: if your clients are using the Project Portal to stay up-to-date and informed during their projects, you can set your ClientLink™ permissions for Daily Logging as "View all Daily Log Entries". This means that when a client logs in to the Portal, they will be able to view all Daily Logs created for the Project—excluding any weather tracking entries. However, keep in mind that ClientLink permissions are global, so ALL ClientLink Users will be able to view daily logs in their respective Project Portals.
- Generate a report: sometimes you may not want your clients to view all the daily logs for a project. Or, you may not want all of your clients to have the same level of viewing permissions for daily logs. In these cases, you can generate one of ConstructionOnline's Daily Log Reports and share it with your client! You can generate a report for a single daily log, multiple daily logs of the same type, or even several different types of daily logs! Once your report has been created, you can distribute it to your clients by sending it via email, uploading it to ConstructionOnline Files, downloading it as a PDF, or printing out a physical copy.