A crew on the job, and nothing left to memory
Book two or more people on one visit and see when they are all free. Each person gets the visit on their own phone with their own times. And the small things that used to live on a sticky note become tasks with a name and a date.
Everyone on the calendar
Who else goes sits under Who goes in the booking sheet. A crew visit shows on each person’s row and blocks each person’s time.
Crew visits
Free times for all of them
Free starts, busy days and leave warnings use everyone’s diary, so you only see times that work for the whole crew.
One leads
The lead finishes the job, gets the signature and sends the customer’s messages. Change who leads at any time.
Everyone's own phone
Each person has their own On my way, Check in and Check out, even with no signal, so their own time goes on their own timesheet.
Swap someone in a drag
Drag from one person’s row to another’s to swap that crew member. Repeating visits ask this one or all after.
The rest keeps up
The morning job list, team chat, drive times and clash warnings all include the whole crew.
Whiz knows the crew
On paid plans, ask Whiz to book a visit with Sam and Kim, or to find when both are free.
Tasks with a name and a date
Jobs has a Tasks tab with what is open, what is done, and what is overdue.
How tasks work
Add one
Give it a title, a due date and who it is for. Link it to a job or a customer and it shows there too.
They hear about it
The person gets a bell line and a phone alert, and it shows under Your tasks on their Today screen.
Tick it off anywhere
A tick on the phone saves even with no signal and sends itself later. Every tick has Undo.
Overdue speaks up
An overdue task tells its person once per due date. A task for nobody tells the owner and office.
Who sees what
- The owner and office see and give everyone’s tasks.
- A technician or subcontractor sees the tasks given to them, and can add tasks for themselves.
- Everything comes with you in the data download, including the crew on each visit.
Good to know
Which plans include crew visits and tasks?
Starter and up, as part of having a team.
Who gets the customer's signature on a crew visit?
The lead. Crew members check in and out for themselves, and the phone tells them that the lead finishes the job.
Does each person's time count separately?
Yes. Each person’s check in and check out goes on their own timesheet, and on a charge up job each person’s time can be billed.
Can technicians add their own tasks?
Yes, for themselves. Only the owner and office give tasks to other people.
Does it work without signal?
Yes. Check ins, check outs and task ticks save on the phone and send themselves when signal comes back.
Put your crew on their next job
Try crew visits and tasks with a 14 day free trial of Starter.
Free plan forever. No card needed to start.