Apple iPad
Mobile App - iPad - Documents
DOCUMENTS Opening a Document: To open a document, tap the appropriate document folder in the Document List Pane. A view of the document will be rendered in the Document Pane Tap the “OPEN DOCUMENT” button to open the document editor Annotating a ...
Mobile App - iPad - Application Notifications
APPLICATION NOTIFICATIONS Tap the “Bell” button to display a list of all application notifications
Mobile App - iPad - Sync Status
SYNC STATUS Tap the Green or Orange “Sync” button to view the current Sync Status. From the “Sync Status” modal tap either the “OK” button to close the “Sync Status” modal or the “Sync Now” button to re-sync the device data NOTE: A green circle ...
Mobile App - iPad - CrewTracks Settings
CREWTRACKS SETTINGS To view or change CrewTracks settings, tap the “Menu” button in the upper left of the display Schedules Tapping the “SCHEDULES” button from the slide out menu will navigate to the Schedules Page Crew Directory Tapping the “CREW ...
Mobile App - iPad - Submitting a Completed Schedule
SUBMITTING A COMPLETED SCHEDULE To submit a schedule, tap the “SUBMIT” button. If there are no schedule errors, a confirmation modal will appear; tap either the “Cancel” button to cancel the schedule submission or the “Submit” button to confirm ...
Mobile App - iPad - Misc Info
MISC. INFO Filling Out a Misc. Info Form: Misc. Info allows CrewTracks to capture customized data for an organization and associate that data with a schedule. To complete a Misc. Info page, tap any of the form fields and fill it out, or tap any of ...
Mobile App - iPad - Materials Usage
MATERIALS USAGE Adding a Material(s): To allocate material usage to a schedule; tap the “ADD” button followed by the “ADD MATERIAL(S)” button The Material Type, then tap each material used. Once the materials have been selected; tap “ADD X MATERIALS” ...
Mobile App - iPad - Taking Notes and Photos
TAKING NOTES AND PHOTOS Taking a Photo: To take a photo for a specific job; tap the “TAKE PHOTO” button Take a photo by tapping the white circle button on the right side of the screen. To flip the camera from rear facing to front facing, tap the ...
Mobile App - iPad - Equipment Management
EQUIPMENT MANAGEMENT Adding Equipment: To add equipment to a schedule; tap the “ADD” button followed by the “ADD EQUIPMENT” button to open the “Add Equipment” modal Tap on the Equipment type in the left pane, then tap each piece of equipment ...
Mobile App - iPad - Production Tracking
PRODUCTION TRACKING Tracking Production: To enter production information in for a job item, tap on the job item If there was no production done on the job item, tap the “No” button. This will allocate “0” production and display a green check mark, ...
Mobile App - iPad - Time Assignment
TIME ASSIGNMENT Allocating Individual Time: To allocate an individual employee’s time; tap on the “Pencil Icon” in the appropriate Job Item column Adjust the slider until the correct hours are displayed in the modal and tap “SAVE” to save the data or ...
Mobile App - iPad - Jobs and Job Items
JOBS AND JOB ITEMS Adding Jobs and Job Items: To add a job(s) or a job item(s) to the schedule, tap the “JOBS” tab and then tap the “ADD JOB” button A list of all active jobs will populate under either the “Jobs” and list of all active customers will ...
Mobile App - iPad - Time Clock
TIME CLOCK Individual Clock In: To clock in an individual employee, tap the “Clock” icon on the line with the employee On the “Confirm Clock In” modal tap the “YES” button to clock in the employee or tap the “NO” button to cancel the clock in ...
Mobile App - iPad - Schedules
SCHEDULES Creating a New Schedule: To create a new schedule for the day, tap the “CREATE SCHEDULE” button When the “CREATE SCHEDULE” modal appears; select the Crew Lead from the dropdown menu and then tap “CREATE SCHEDULE” Working on an Existing ...
Mobile App - iPad - Logging In
Logging In Entering the Organization Code: Enter the CrewTracks Organization Code and tap the “LOG IN” button. To retrieve the Organization Code, reach out to the assigned Account Manager or contact CrewTracks support. Entering the Login Credentials: ...