Add Crew Members
Invite your crew and set up their profiles.
Crew members are the people who do the work in the field. Once added, they get access to their own portal where they can view assignments, update job status, and post progress.
Adding a New Crew Member
- Go to Crew > Add New.
- Enter their name, email address, and phone number.
- Assign the skills they cover (for example: Plumbing, Electrical).
- Save the profile.
An email invitation is sent automatically. The crew member clicks the link to activate their portal account.
What Crew Members Can Do
From their portal, crew members can manage their work and profile.
Job Management
- View all jobs assigned to them
- Update job status (start, delay, complete)
- Post timestamped progress updates with notes and photos
Profile and Availability
- Set their weekly availability
- Enter their home address for travel-time calculations
- Sign in using a magic link (no password required)
Plan Limits
| Plan | Crew Members |
|---|---|
| Free | Up to 3 |
| Starter | Up to 25 |
| Pro | Unlimited |
If you reach your plan limit, you need to upgrade or deactivate an existing crew member before adding a new one.
Availability and Travel Time
Weekly Availability
Each crew member can set their own weekly availability from their portal. When you use auto-assign, the scheduler checks availability so jobs are only assigned when the crew member is free.
Travel Time
If a crew member has entered their home address, the auto-assign feature also factors in travel time to the job site. This helps minimize drive time and keeps your crew working efficiently.