Site visits and MOMs

The Log tab is the chronological record of the job. A site visit is a formal MOM: attendees, categorised discussion, decisions, and actions — with a number like MOM-RV01-003. It is built to be used on a phone from site.

Log the visit

On the project Log tab, click + Log site visit. Title, date, venue, purpose, attendees (search the firm or type an external name and company), then discussion points by category (Structural, Electrical, Plumbing, Civil, General, or custom). Each point is Action, Decision, Info, or Notes. Attach compressed photos if you have them.

Turn actions into tasks

Expand the visit and click → Create task on an Action point. A form opens pre-filled; check assignee, due date, and priority. The point then shows a Task created badge. Create all remaining tasks batches every leftover Action in one step.

Prerequisites

• Confirm you can access the project and the page referenced in this workflow.
• Collect any drawing references, due dates, and ownership details before you start.

Expected outcome

By the end of this workflow, your team has one visible, repeatable process and cleaner handovers.

Common mistakes and prevention

• ✓

  Mistake 1: Skipping context fields (owner, due date, status notes), which makes follow-up harder.

• ✓

  Mistake 2: Treating chat updates as source of truth instead of recording the update in Beech.

Troubleshooting checklist

1. 1
   Troubleshooting step 1

   If a control is missing, verify your role has permission for the action.

2. 2
   Troubleshooting step 2

   If results look wrong, check filters and refresh to confirm latest synced data.