Mobile Phones
Mobile App - Phones - 2.11. Schedules - Job Signoff
Job Signoff Generating Signoff Reports To generate a signoff report, tap on the job intended for report generation. A popup with the various parts of the schedule data will appear pre-filled out. Different sections or pieces of the report can be ...
Mobile App - Phones - 2.10. Schedules - Misc Info
Misc. Info Filling Out a Misc. Info Form A Misc. Form typically includes checkboxes, fillable fields, or a combination of both. Any mandatory items for completion before submitting the schedule will be marked with an asterisk. Fill out the necessary ...
Mobile App - Phones - 2.9. Schedules - Documents
Documents Opening a Document To open a document, tap on the folder that contains the document that needs to be opened Tap on the document that needs to be opened The document is now open and can be edited as needed Document Annotations To ...
Mobile App - Phones - 2.8. Schedules - Materials
Materials Creating Material Types To create a material type, tap on “Add Materials”. Tap “CREATE NEW…” A prompt to put in the material type info will appear. Fill out the needed info for the material type. Once the material type info is entered, tap ...
Mobile App - Phones - 2.7. Schedules - Notes & Photos
Notes/Photos Taking Photos To take a photo for a job, tap on “TAKE PHOTO”. To take the photo, press the green circle shutter icon in the bottom right. To flip the camera to the other side (front-facing to rear facing, and vice versa), tap the gray ...
Mobile App - Phones - 2.6. Schedules - Equipment
Equipment Add Equipment To add equipment to a schedule, tap the “ADD EQUIPMENT” button. Tap on the Equipment type intended for addition. Tap each piece of equipment to be added. Use the back arrow to return to the equipment type selection for ...
Mobile App - Phones - 2.5. Schedules - Production
Production Entering Production To enter production information for a job item, tap on the job item. If there was no production done on the job item, tap “No”. This will set all production for the schedule to zero for this job item. If there was ...
Mobile App - Phones - 2.4. Schedules - Time Assignment
Time Assignment Allocate Time To allocate an individual employee’s time, tap on the employee to allocate time to. For each job item that needs time allocated to it, tap on the job item. A popup to allocate the needed time to the job item will appear. ...
Mobile App - Phones - 2.3. Schedules - Jobs
Jobs Add Job/Job Items To add jobs or job items to a schedule, tap the “ADD JOB(S)” button. A list of all active jobs will appear under either “Jobs” or “Customers”. To add job items from a specific job (which will also add the job) to a schedule, ...
Mobile App - Phones - 2.12. Schedules - Submitting a Schedule
Submitting a Schedule To submit a schedule for approval, tap the three lines in the top left corner. Swipe up on the left menu, then tap “SUBMIT SCHEDULE”. If any employees are still clocked in, a prompt will appear that will state the employee needs ...
Mobile App - Phones - 2.2. Schedules - Time Clock
Time Clock Add Employees To add employees to an existing schedule, tap on “ADD EMPLOYEE(S)”. A list of employees available to add to the schedule will appear with empty checkboxes next to their names. Tap on each employee that needs to be added to ...
Mobile App - Phones - 2.1. Schedules - Create a New Schedule
Create a New Schedule To create a new schedule for today, tap on CREATE SCHEDULE. This will lead to the Time Clock screen, enabling the setup of the schedule as necessary (Add Employees, Add Job/Job Items, etc.).
Mobile App - Phones - 6. Notifications Icon
Notifications Icon The Notifications Icon is the place to check any notifications sent to the device (any App notifications opted into in the Settings -> Notification Settings section). Tap on the icon to view any notifications sent to the device.
Mobile App - Phones - 5. Sync Button
Sync Button The Sync Button is a button in the top right corner of the CrewTracks app that shows the status of the device’s connectivity to the CrewTracks servers. The button will visibly change depending on its current state. When it is working as ...
Mobile App - Phones - 4. Settings
Settings The Settings screen has options for generic settings associated with CrewTracks. About CrewTracks This screen shows the current app details, and includes a link directly to the CrewTracks website and phone number. My Profile This screen ...
Mobile App - Phones - 1. Logging In
Logging In To log into the CrewTracks app, type in the organization code, then tap LOG IN. Type in the username and password, then tap LOG IN.