What is a Site Meeting?

A Site Meeting is a way for you and your team to manage the meetings you may have while visiting the site of a project

In the Project Dashboard you will see an area called Site Meetings that looks like this:

If you want to Add a meeting to the project click "Add Meeting". After clicking, this will pop up:

On this screen, you will see Date, Title, Attendees, Notes, and Photos

Date: If the date and time of the meeting is wrong, you can click on it to edit and change it to what it should be.

Title: This area you can use to name what the meeting was

Attendees: You can write the names of the people that were in attendance at the meeting

Notes: This is where you write down anything discussed that you want to be stored on the project

Photos: If you choose, photos taken or associated images can be uploaded to this to also store within the meeting.

After you fill out what you want, hit record meeting to save it.

Meeting Minutes AI Feature:

After opening the meeting minute you saved, you will see the field Meeting Minutes. 

Clicking this section, you will see a Generate Meeting Minutes appear. Click that to automatically generate a few pieces, you can see an example below.

If you need some wording changes, you can edit the original meeting transcript as well as the AI outcome. Just click edit from this page and you will be brought to a new screen where you can make changes.

Project: Paving Plan

Date: 2023-05-30

Time: 18:48:42 UTC

Attendees: Landon, Troy

1. Summary: The meeting addressed the cost comparison between gravel and paved road options for the project, highlighting the significant cost difference favoring gravel. The potential drainage benefits of gravel installation were also discussed. Additionally, the anticipated rainfall and its impact on the sewage line installation timeline were reviewed.

2. Discussion Points:

  • Road Material Cost Analysis: The discussion centered on the client's request for pricing on gravel versus paved roads. The cost of paved roads was determined to be significantly higher than gravel for the current section of roadwork.
  • Drainage Considerations: The potential drainage benefits associated with gravel road installation were discussed as an added advantage.
  • Client Communication: Landon will communicate the price points for both gravel and paved road options to the client.
  • Redesign File Acquisition: If the client approves the gravel option, the updated redesign files from the engineer will be required before construction can commence.
  • Sewage Line Installation Delay: The anticipated heavy rainfall over the next week is expected to delay the installation of the sewage lines.

3. Decisions Made:

  • Landon will provide the client with the cost comparison between gravel and paved road options.
  • Upon client approval of the gravel option, the redesign files will be requested from the engineer.

4. Action Items:

Action Item Responsible Person Deadline
Provide cost comparison for gravel and paved roads to the client Landon 2023-06-02
Request redesign files from the engineer (contingent on client approval of gravel) Troy 2023-06-05

5. Next Steps:

  • Await client decision on road material (gravel vs. paved).
  • Monitor weather forecast and reassess sewage line installation schedule.