TruNorth Field Ops

Field Operations Portal

demo.findingtrunorth.com · Internal use only

Job Folder

User Management

Invite and manage team members

Create New User

Full Name

Email

Role

Location

Temporary Password

Active Users

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Daily Project Summary — Project Details

🔗Master Record: Fields entered here automatically populate all other sections of this packet.

💲

Price List for this Job

Applies to Materials & Equipment tabs

Project Name *

Project Number *

Claim Number

Project Manager

Project Location / Address

Filled Out By

Day / Date *

Shift

Loss Type 🔗 Auto

Structure Type 🔗 Auto

Description of Work Performed

0 / 90

Description of Work by Specialty Sub-Labor

On-Site Client Meetings

Personnel Present

Topics of Discussion

On-Site Safety Meetings

Personnel Present

Topics of Discussion

Accidents / Illnesses / Near Misses

Accidents

Illnesses

Near Misses

Additional Notes

Labor Class Codes Reference

Manager / Supervisor

Name	Labor Code	SmTl	PD	PPE	Sub/ Temp	Vehicle	Miles	Hotel	Start	End	Breaks	Total	Sign In

Labor Names

Name	Labor Code	SmTl	PD	PPE	Sub/ Temp	Vehicle	Miles	Hotel	Start	End	Breaks	Total	Sign In

No labor performed today
Check this for equipment-only days (equipment left running, no site visit) — it lets you submit the sheet without adding any crew.

Total Hours (All Crew) 0.00 hrs

Job Notes / Daily Work Activities / Work Description

No equipment used today
Check this box if no equipment was used on this job today — it lets you submit the sheet without adding any equipment.

Select Equipment & Tools Used

💲 Price List

Validated By

Custom Equipment / Items Not in Catalog

No custom items added.

No materials used today
Check this box if no materials or consumables were used on this job today — it lets you submit the sheet without adding any materials.

Select Materials Used

💲 Price List

Validated By

Custom Materials / Items Not in Catalog

No custom items added.

Subcontractor / Rental Entries

WO #	Description	Vendor	Start	End	Amount

Expense Entries

Date	Description	Source	Employee	Amount	Note

Fleet Management

Weekly Inspection

Asset Management

Safety

Manual · Training · Toolbox Talks

Reports

All operational reports in one place

PM Scorecard

Monthly review & incentive · admin / ops manager

Tech Scorecard

Field-tech sheet accuracy · first-pass · rejections · admin only

Toolbox Talk

Location Settings

Payroll & notification emails per location

🔍 Billing Audit

Original Total

$0.00

Audited Total

$0.00

Variance

$0.00

Invoice Settings

Invoice Number

Payment Terms

PO Number

Fixed / Flat Contract ($)

Attach the daily field summaries One page per work day — crew, hours, materials, equipment and sign-in signatures. Uncheck for a shorter invoice-only document.

Tax Rate (%)

Credits ($)

Discount ($)

Discount Reason

Previous Payments ($)

Notes

Subtotal$0.00

Tax$0.00

Credits($0.00)

Discount($0.00)

Previous Payments($0.00)

Concession($0.00)

BALANCE DUE$0.00

🏥 ICU — Job Watch List

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Fleet Management

Weekly Inspection

Asset Management

Safety

Manual · Training · Toolbox Talks

Toolbox Talk

Location Settings

Payroll & notification emails per location