Reviewing Daily Labour Summaries (DLS)

Overview

Once technicians have completed and submitted their Daily Labour Summaries (DLS), they are available for review by office staff.

Reviewing Daily Labour Summaries allows you to verify the work completed, check billable materials and equipment, confirm customer sign-off and ensure all information required for invoicing has been captured.

A thorough review before invoicing helps maintain accurate records and reduces the need for invoice adjustments later.

Opening a Daily Labour Summary

To review a Daily Labour Summary:

Open the relevant Job.
Select Daily Labour Summary (DLS).
Open the required DLS.

The Daily Labour Summary displays all information recorded by the technician during the shift.

What to Check

Before preparing an invoice, review the Daily Labour Summary carefully.

Check that:

Labour hours have been recorded correctly.
Materials have been added where required.
Equipment, instruments, consumables or PPE have been recorded correctly.
General comments accurately describe the work completed.
The correct Job Scope items have been used.
Final Day Today has been selected where applicable.

Resolving any issues before invoicing helps ensure accurate billing and job records.

Reviewing Billable Items

Materials and other billable items entered on the Daily Labour Summary are typically used to assist with invoicing.

Confirm that:

The correct items have been recorded.
Quantities appear reasonable.
Only approved Job Scope items have been used.

If additional materials were used but not recorded, discuss the discrepancy with the technician before preparing the invoice.

Reviewing Comments

Technician comments often provide valuable information about the work completed.

Review comments for:

Progress updates.
Site conditions.
Customer requests.
Variations or additional work completed.
Issues that may affect invoicing or future visits.

These comments may also help explain labour hours or material usage.

Reviewing Customer Sign-Off

If customer sign-off is part of your company's workflow, confirm that the Daily Labour Summary has been signed.

Remember that signature images are not stored within JGID.

To view the signed document, open the signed PDF saved in the Job's connected cloud storage folder.

For more information, see Understanding Signed Documents.

Updating a Daily Labour Summary

If information needs to be corrected, discuss the changes with the technician before making any amendments.

Once the Daily Labour Summary has been used for invoicing, changes may affect the accuracy of customer invoices or job records.

Where possible, review and finalise Daily Labour Summaries before creating invoices.

Before Creating an Invoice

Before invoicing the Job, confirm that:

All Daily Labour Summaries have been completed.
Labour hours have been reviewed.
Billable materials and equipment are correct.
Technician comments have been reviewed.
Customer sign-off has been obtained, where required.
Any variations have been identified.

Once these checks have been completed, the Job is ready for invoicing.

Best Practice

Review Daily Labour Summaries as soon as they are submitted.
Confirm all billable items before preparing invoices.
Read technician comments carefully, as they often explain variations or additional work.
Verify customer sign-off before issuing an invoice where your business requires signed DLS documents.
Treat the signed PDF stored in your connected cloud storage as the official signed record.

Completing a Daily Labour Summary (DLS)
Reviewing Worksheets
Reviewing Timesheets
Understanding Signed Documents
Creating an Invoice