Guide pillar ยท Small crews
Office and field crews: keep the next step clear.
Give each person the instructions and responsibility they need for the day. Record hours, handovers and exceptions without making every decision depend on the owner.
- What should crew members see in a job app?
- How to collect job photos without losing the context
- Managing a small trade crew without becoming its help desk
- What does per-user software pricing cost a six-person crew?
- How to record crew hours against the right job
- How to onboard a seasonal worker to a job app
- How to plan cover when a crew member is off
- WhatsApp vs a shared job record for field crews
Most useful first
What should crew members see in a job app?
A crew member should see the jobs and site information needed to work, the actions they are authorised to record and a clear exception contact.
Read the guideWhat do you need to sort?
Managing a small trade crew without becoming its help desk
A practical checklist, example or decision framework.
Managing a small trade crew without becoming its help deskWhat should crew members see in a job app?
A practical checklist, example or decision framework.
What should crew members see in a job app?How to record crew hours against the right job
A practical checklist, example or decision framework.
How to record crew hours against the right job
All small crews guides
- What should crew members see in a job app?A crew member should see the jobs and site information needed to work, the actions they are authorised to record and a clear exception contact.
- How to collect job photos without losing the contextCollect job photos with a reference, date and a short explanation of the work shown.
- Managing a small trade crew without becoming its help deskManage a small crew by giving people the information and authority needed for their work, while keeping exceptions visible to the owner.
- What does per-user software pricing cost a six-person crew?For a six-person crew, per-user pricing multiplies the relevant plan's seat price by everyone who needs a paid account.
- How to record crew hours against the right jobRecord crew time against the job it belongs to, with a date, person and clear distinction between on-site work and other time.
- How to onboard a seasonal worker to a job appOnboard a seasonal worker to the few job-app tasks their work requires first: finding assignments, reading scope, recording supported field information...
- How to plan cover when a crew member is offPlan cover by transferring the work and its current instructions, not by asking the absent person to remain the team's help desk.
- WhatsApp vs a shared job record for field crewsUse WhatsApp for a conversation and the shared job record for the decision that others need later.
Keep these steps connected in the business.
JobDiary brings leads, quotes, customers, jobs, projects, crews, invoices, payments and job profit into one operational record. Check the product tour and trial against your own work.
See how it works| Time | Job | Status |
|---|---|---|
| 08:30 | 7 The GreenMow, edge, hedge | Done |
| 09:15 | 23 Seabury DriveMow, weed | Done |
| 10:00 | 9 Brookfield LawnMow, feed | In progress |
| 11:05 | 12 Castle ParkMow, hedge rear | Next |
| 12:00 | 31 Church RoadMow | Scheduled |
| 13:15 | 18 The RiseMow, edge, bins out | Scheduled |
Product screens use demonstration data.
The problem usually starts earlier
Getting paid
Reminders, invoices and part-payments.
See getting paid guidesRunning the round
Recurring jobs, weather and routes.
See running the round guidesPricing the work
Rates, quotes and price books.
See pricing the work guidesPaper to phone
Switching without losing jobs.
See paper to phone guidesChoosing software
Fit, costs, alternatives and the limits.
See choosing software guidesLeads and customers
Enquiries, follow-up and customer history.
See leads and customers guidesScheduling
Crew capacity, dispatch and changed plans.
See scheduling guidesProjects and delivery
Scope, stages, extras and completion.
See projects and delivery guidesJob costs and profit
Labour, materials, margins and unbilled work.
See job costs and profit guidesBusiness records
Access, offline work, equipment and data.
See business records guidesBy trade
Practical records for different kinds of work.
See by trade guides
