How to run your day on Dayboard
Short, step-by-step guides with real screenshots. Most take a couple of minutes to follow. Start at the top if you're new; jump straight to what you need if you're not.
Sending someone in the field here? Point them at the crew guides: four short pages that cover everything their app does.
Getting started
From "just signed up" to a working company in an afternoon: crew in, machines in, everyone invited.
Start your trial and sign in
Sign up in a minute, confirm your email, and find your way around the first screen.
Put Dayboard on your phone
Add it to the home screen on iPhone or Android. It opens like an app, no app store needed.
The getting-started checklist
The eight steps on your Home page, and why they're in that order.
Look around with sample data
Load a working pretend company (jobs, crew, machines, a booked week), then delete it without a trace.
Add your crew, plant and vehicles
Type them in or import a spreadsheet, and what the five resource groups mean.
Import and export your clients
Bring your client list across from a spreadsheet, export it any day, and find the archived ones.
Invite your crew
Who should be an admin, a manager or a field worker: what each sees, and what each costs.
Put your policies in the Library
One place for the documents everyone needs: fatigue policy, procedures, reference sheets.
Scheduling
The heart of the product: who's where, what's booked, and the clashes you never had.
Make your first booking
Job, resource, days, done, and what the clash check is doing for you.
The nine views, and when to use each
Agenda for the day, Month for planning, Crew for "who's free Thursday", Maintenance for what's off the road.
When Dayboard says no
Reading the conflict panel, and why there's no override button.
Move, edit and release bookings
Change dates, swap resources, and release, including a booking that's already started.
Mark someone away
Leave, sick days, a machine out of action, and what happens to bookings already in place.
Book a machine in at the mechanic
Maintenance sits on the same board as the jobs, so nobody books a machine that isn't there.
Jobs
Jobs carry the work: the site, the dates, the drawings, the photos and the prestarts.
Create a job and attach the drawings
The two-minute setup that means the crew never rings for the site plan again.
Job statuses, explained
Pending, scheduled, in progress, on hold, completed, invoiced, cancelled, and why "scheduled" isn't a button.
Track a job's value and invoices
The value from the won quote, variations as they're approved, the invoices you've sent, and what's left to bill.
Finish or cancel a job
What happens to bookings still on the calendar, and the one-click way to free those resources up.
Get site photos back from the crew
Field workers can put photos straight onto the job they're on. Here's how it works from both ends.
Quotes
Price the work, track it from draft to won or lost, and turn a won quote into a job. Your crew never sees prices.
Create and price a quote
Line by line, rates excluding GST, with GST worked out once and a total you can trust to the cent.
Revise a quote
Re-price a quote the client has seen, and keep the version they saw.
Turn a won quote into a job
One step, no retyping, and you choose which files the crew gets.
Set up quotes for your company
Set your GST position and choose how quote numbers look.
Plant & fleet
A register that knows every machine's rego, hours and service history, and tells you before something falls due.
Add your machines
Plant and vehicles with rego, expiry dates and categories, plus the documents that live on each one.
Meters: hours and kilometres
Add a meter to a machine, record readings, and what the primary meter drives.
The yard walk
Every meter in the yard on one screen, one save, with a safety net for mistyped readings.
Services, repairs and "service due"
Log what was done, set the interval, and how Dayboard decides a service is due.
Sell or dispose of a machine
Record the sale, keep the history, and never see it offered on the schedule again.
Forms
Prestarts, checklists and hazard reports: built once in the office, filled in on site, locked on submit.
Build your first prestart
Sections, questions and the nine answer types, including photos, signatures and meter readings.
Publish it to the crew
Why nothing changes until you publish, and what the version number is doing.
Fill one in on a phone
Autosave, photos, a finger-drawn signature, and what happens when the signal drops.
Submissions and PDFs
Find what's been filled in, open the PDF, and hand a signed prestart to a principal contractor.
Change a form that's in use
Edit and republish without ever rewriting what someone was asked in March.
Timesheets
Hours filled in on the phone and signed, approved or sent back by the office, and exported as a spreadsheet. Hours only, never pay.
Set up timesheets for your company
Match the week to your pay week, and choose the leave, allowances and people.
Fill in your timesheet
Start, finish and break for each day, the job already filled in, then sign with a finger.
Approve, send back or correct timesheets
Last week on one list: approve from the row, send back with a reason, or fix it on the record.
Export hours as a spreadsheet
Approved hours as a CSV, one row per day or per week, for your bookkeeper.
Announcements
Safety alerts and toolbox notes with a paper trail: who saw it, who acknowledged it, and when.
Post to the crew
A note for everyone or for picked people, and when to require acknowledgement.
Chase acknowledgements
Seen versus acknowledged, the chase list, and re-requesting after you edit a post.
Comments, locking and deleting
Let the crew respond, lock a thread when it's done, and why the trail survives deletion.
For your crew
Four short guides for the people in the field. Send them this link and they're set.
Your day on My schedule
Where you're going, when, the address in Maps, and every document for the job.
Add photos to your job
Straight from the camera to the job record, and the 15 minutes you have to remove a dud.
Prestarts and alerts
Fill in your form on the phone, sign it with a finger, and acknowledge the alerts that need it.
Your timesheet
If your company uses them: your hours each day, signed with a finger, sent to the office.
Billing & your account
Per-person pricing in arrears, tax invoices, the full export, and leaving without a phone call.
Add a card and read your bill
Card details go to Stripe, never to us, and how the month-so-far estimate works.
Find your tax invoices
Numbered, GST itemised, one per month: where they live and what's on them.
Export everything
Every record as a spreadsheet and every document in a folder tree, in one zip, any day you like.
Cancel, or come back
The exact timetable of what happens when you cancel, and how to reactivate.
Quick answers
Pricing, roles, where your data lives, what happens offline, and the other questions that don't need steps.
Read the FAQ