Tracking Job Progress
The job progress log is a running record of updates, issues, material needs, and completion milestones for each invoice. It gives office staff and field teams a shared timeline of everything that has happened on a job, making it easy to understand the current state without phone calls or guesswork.
Who Can Log Progress
Progress entries are logged by team captains who have the TEAMS_CAPTAIN permission. A team captain can only log progress on invoices where their team is assigned. This ensures that progress entries are always associated with the correct team and the person responsible for the work.
How to Log Progress
From the Work Order form (the Work Order form), click the Log Progress button located above the progress log grid. This opens the FrmJobProgress dialog where you can create a new entry.
You can also log progress directly from the Team Captain Dashboard by selecting an invoice and clicking Log Progress.
The FrmJobProgress Dialog
The progress dialog contains three fields:
| Field | Description |
|---|---|
| Progress Type | A dropdown with five options: Update, Issue, Need, Completion, Note |
| Progress Percentage | An optional field (0 to 100) representing your estimate of how much of the overall job is complete |
| Description | A free-text field where you describe the update, issue, or need in detail |
Progress Types Explained
- Update — a general status update about the work being performed. Use this for daily check-ins or to describe what was accomplished during a visit.
- Issue — a problem that needs attention. Issues are highlighted in the progress log and appear in the Unresolved Issues grid on the Team Captain Dashboard until they are resolved.
- Need — a request for materials, approvals, information, or anything the team requires before they can continue. Needs are also tracked as unresolved items until addressed.
- Completion — a milestone entry indicating that a significant portion of the work is done. Use this when a phase is finished or when the entire job is complete.
- Note — a general note that does not fit the other categories. Useful for recording observations, customer comments, or other contextual information.
Progress Log Display
The progress log is displayed as a grid on the Work Order form with the following columns:
| Column | Description |
|---|---|
| Date | When the entry was created |
| Type | The progress type (Update, Issue, Need, Completion, Note) |
| % | The completion percentage at the time of the entry |
| Description | The text description of the entry |
| Entered By | The name of the user who created the entry |
| Resolved? | Whether an issue or need has been resolved |
Color Coding
Rows in the progress log are color-coded by type to make scanning easy:
- Issue rows appear in red (LightCoral background)
- Need rows appear in yellow (LightGoldenrodYellow background)
- Completion rows appear in green (LightGreen background)
- Update and Note rows use the default grid background color
This color coding is consistent everywhere the progress log is displayed, including the Work Order form and the Team Captain Dashboard.
Issue Resolution
When a progress entry of type Issue or Need is created, it starts in an unresolved state. These entries appear in the Unresolved Issues grid on the Team Captain Dashboard, providing visibility into open problems across all jobs.
To resolve an issue or need, open the the View Progress dialog dialog from the Work Order form by clicking the History button on the Assigned Teams tab. In the View Progress dialog, select the unresolved entry and click Resolve. This marks the entry as resolved and removes it from the unresolved issues list.
Cross-Team Visibility
The progress log shows all entries for the invoice across all assigned teams. If two teams are working on the same invoice, each team can see the other's progress entries. This promotes transparency and helps avoid duplicated effort or conflicting actions.
Common Use Cases
- Daily updates — log what was accomplished each day on multi-day jobs
- Reporting problems — create an Issue entry when something goes wrong so managers are immediately aware
- Requesting materials — create a Need entry when the team requires additional supplies or equipment
- Logging completion — mark milestones as the job progresses through phases
- Customer feedback — use Note entries to record customer comments or special requests made on site