CrewCard

CrewCard Portal – Client User Guide

1.0 Welcome to CrewCard

CrewCard provides tools and features that make the job of an employee more efficient and effective. There are three main pages for the client to access calendar, shifts and day sheets. The manual will help guide you to use these ages. As well as settings and chat.

2.0 Calendar

Calendar allows you to over view shifts by month, week, 3 day and by day.

Click the arrow button to expand the shift to view more information.

Click the house to view or edit the location of the job.

You can access the day sheet and shift page through this too.

3.0 Day Sheet

A day sheet is create for each job. 

Job Details: Information about the job will show when it is expanded. 
Meeting Point: View the location you will meet at.
Staff GPS: This will show your location live on a map.
A pop out window will open, if you agree please click ‘I Agree’.

Sign off, use your mouse to sign the form once competed. 

At the bottom of the page there are 4 buttons. 

Check In: Enter the time when you start your shift
Breaks: Press the button when you start your break and enter the time. Press the button again and enter the time when your shift is over. 
Check Out: Enter the time when you finish the job 
Submit: Submit your time sheet once completed 

4.0 Shifts

View all shifts that are roster for your company. You can set break times and add notes to shifts for the crew to view.

 

5.0 Chat

Live chat to the admin of the account. Click chat and the message window will open.

6.0 Settings

Details

Settings is more of a profile detail for your company. Enter the details of your company including ABN.

Check ABN will make sure the ABN you have enter is valid.

Account details is the contact in the company that will handle invoices.

Primary booking person, is the key contact if there is any issues when created a booking, they will manage the bookings made.  

Contracts

Contract are upload by the admin of the system they will be here, and need to be read and signed. You can come back and visit them at any time.

Supervisor

This page will store different supervisors that will be allocated to jobs when they are booked. You can add, edit and delete them.

Project Manager

This is the same as supervisor however, this will be the project manager for the over all job.