Overview
The Crew Portal is a mobile-friendly view for installers — assigned schedule, jobsite details, time tracking, photos, and daily progress. Crew users do not see the main office dashboard; they sign in and land on My Schedule.
Office staff set up crews and dispatch work from Schedule. See Setup for office.
Where in the app: Sign in as a Crew role user → Crew Portal
Open: Crew Portal (redirects to Schedule)
Who uses it
| User | Access |
|---|---|
| Crew role | Full Crew Portal — schedule and assigned jobs only |
| Office users | Main dashboard; use Schedule to assign work crews see in the portal |
Crew accounts are created under Manage Team with the Crew role and optional Crew Portal seat.
Portal header
The top bar shows your company logo and name (from Company Info) plus:
| Control | Purpose |
|---|---|
| Home | Return to schedule |
| Schedule | Open My Schedule |
| Help | Contextual KB articles |
| Connection indicator | Online/offline status |
Typical field day
Open schedule → Tap today's job → Start Job → Clock in → Work → Photos & updates → Mark complete
Reference guides
- Setup for office — users, crews, and scheduling prerequisites
- Crew schedule — calendar, list, and map views
- Field job detail — start, pause, and job information tabs
- Time tracking — clock in/out and manual entries
- Daily updates and completion — progress status, mark complete, manager review
- Materials, photos, and inventory — pick lists, sales orders, returns