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Common Workflows

These workflows are the day-to-day patterns most trade teams should practise first. They are deliberately simple and operational.

New customersAdmins training staffWorkers learning the run sheet
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Common SiteRun workflows for first job setup, blocked check-in recovery, missing after photos, closeout and weekly admin review.

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SiteRun schedule screen showing jobs tied to workers, job numbers and closeout status.
The schedule and job board help the office move from booking work to confirming records and closeout.

Workflow

  1. New job: add client, choose site, write access notes, assign worker, schedule time.
  2. Morning start: worker opens Today, completes prestart, opens first job, checks in.
  3. Evidence follow-up: admin filters jobs missing after photos and sends the worker back to the job record.
  4. Closeout: worker adds completion note, uploads proof, signs off if required, admin exports report.
  5. Weekly review: admin checks completed jobs, overdue items, timesheets and missing information.

Operational notes

  • The best workflows are short enough to repeat without special training.
  • Admin and worker views should support the same job record from different angles.
  • Rules such as required photos or prestarts should be introduced when the team is ready to follow them.

Common mistakes to avoid

  • Trying to configure every workflow before using the first job.
  • Making every field mandatory before workers trust the system.
  • Treating the help centre as a substitute for a clear first-run checklist.
StartGetting started

A practical first setup guide for SiteRun, covering workers, admins, job records, photos, closeout and first reports.

AdminsJobs and scheduling

How to create SiteRun job records, assign workers, manage sites, schedule work and keep one-off job locations clear.

WorkersToday dashboard

How the SiteRun worker Today dashboard prioritises required actions, blocked check-ins, jobs starting soon and evidence follow-up.

RecordsReports and exports

How SiteRun reports and exports support job completion records, evidence packs, worker activity and operational summaries.

Ready to try this workflow?

Open SiteRun, create one real job record and test the steps with the crew member who will use it onsite.

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