How to set up your team and crews

Get your whole team on board — invite members, set roles, and give each crew its own daily dashboard.

Steps

Invite your team members — From your team settings, send an email invitation to each person you want to add. They accept the invite, set a password, and join your account — no shared logins, so every action is tied to the right person.
Choose the right role for each person — Assign each member a role: Owner has full control, Admin can manage day-to-day operations, and Crew sees only what they need to work in the field. Role-based permissions keep sensitive billing and settings out of the wrong hands.
Give crews their own dashboard — Crew members get a focused dashboard showing only their assigned stops for the day. They don't have to wade through the whole calendar — they open the app and see exactly where to go and what to do.
Assign jobs and routes to crews — When you schedule work, attach each job to a crew or team member. The day's stops flow straight to that crew's dashboard and route, so dispatch happens automatically instead of by phone call.
Track who did what — Every clock-in, completed job, photo, and record is tied to the team member who did it. That gives you clean accountability for the field and clean data for payroll and reporting later.