Navigating the Crew App

Overview

The Crew App is the primary resource for Movers working on-site. It provides ready-to-access job information from the Office Team, ensures efficient task management, and enhances accountability by tracking job progress and crew performance. The Crew App also helps reduce paperwork, prevent scheduling conflicts, and improve overall productivity and customer satisfaction! 

Sections in Article:

• Selecting Job and Confirming Crew & Trucks
• Arriving at Origin & Generating Documents
• Generating Optional Documents
• Submitting Timesheets
• Updating the Bill & Accepting Payment
• Adding Photos

Video Walkthrough

Selecting Job and Confirming Crew & Trucks

Note: The Crew App will only show jobs for the present day. This is to reduce the risk of a future job being select in error

Upon accessing the Crew App, one Mover from each Crew will be responsible for using and managing the tablet. Typically this is a Driver or Manager ~ but each organization may handle this differently

Selecting the Job

Once logged into the Crew App and appropriate profile, the Mover in charge of the tablet will click on today's job

Confirming Crew

After accessing the job, the Mover will immediately need to confirm their Crew. This should be done before leaving the Warehouse, in case any changes are needed

If changes are needed, use the Add button to add additional crew members or the Pencil icon to edit/remove a crew member, then Confirm

Confirming Trucks

Similar to the previous step, the Mover will want to confirm their Truck. This should also be done before leaving the Warehouse, in case any changes are needed

If changes are needed, simply deselect the truck selected and check the appropriate truck, then Confirm

Arriving at Origin & Generating Documents

Once the Crew has arrived on-site with the customer, the Mover responsible for the tablet will need to advance to the next step on the tablet till Prepare Documents is reached 

The Mover will want to select Prepare Documents to automatically generate the standard documents required by the Office Team for signature 

Once all Document steps have been completed, the customer will be prompted to hand the tablet back to their Mover

Important: Movers should not have to manually generate any documents unless something unexpected arises. If a required document is not appearing in the Prepare Documents flow, please contact [e-mail] for assistance. For more information on manually generating documents, please continue reading

Generating Optional Documents

At any moment, the Mover can generate optional documents from the Crew App by scrolling down on a page that has the Project Description and Job Description displayed and selecting New next to the desired document

Note: If a Mover manually generates a document intended to be signed after the job is completed, the Crew App flow will likely experience issues

Submitting Timesheets

As the Crew is wrapping up their work for the day, the Mover responsible for the tablet will Enter Job Timesheet

From there, the Mover can edit their current time by clicking Edit icon, add additional time by selecting +Add Time, or if a crew member was forgotten on the first step they can use the Assign Movers button to add/edit the crew.

Once done inputting time and finalizing any needed edits, select Next to advance to the remaining steps

Updating the Bill & Accepting Payment

Edit the Bill

After Timesheets are submitted, the Mover will have the option to edit/update the bill. To do so, select Edit near the Bill

Note: Please reference Manually adding Bill Items in Crew App or Finalizing the Bill on the Crew App for additional information

From here, the Mover can edit existing line items or add new items to the Bill, such as Supplies or a Custom Fuel Fee

Accepting Payment & Tip

Once done, advance next until the Payment Options screen is reached, then select the customer's method of payment

After the Payment is submitted and the remaining balance is marked Paid, the Mover will advance to the final document steps

Note: If you're not seeing a payment option or tip percentage as expected, please reference Editing Payment Options for the Crew App

Adding Photos

At any moment, the Mover can upload a photo from the Crew App for the Office Team to see, by scrolling down on a page that has the Project Description and Job Description displayed and selecting Add Photo at the bottom

Once a photo is uploaded from the Crew App, the Office Team can access it through the Attachments section on the project page

Note: If you experience an error while attempting to upload a photo or access the camera function, please contact [e-mail] for assistance