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Success Checklist: How to Enter Crew Members
Success Checklist: How to Enter Crew Members

In this article we will show you where and how to enter all of your crew members, so that you will be ready to track their time on jobs.

Fred Pape avatar
Written by Fred Pape
Updated over 9 months ago

How to add crew members

1. Click "SETUP"

Screenshot of: Click "SETUP"

2. Click "System Setup"

Screenshot of: Click "System Setup"

3. Click "Crew Members"

Screenshot of: Click "Crew Members"

4. Click the "Name" text field.

Screenshot of: Click the "Name" text field.

5. Ener the Crew Member's name.

6. Click the "Email" text field.

Screenshot of: Click the "Email" text field.

7. Enter the crew member's email address.

8. If the crew member is a User (aka Foreman, management, etc) link them to their User account here.

Screenshot of: If the crew member is a User (aka Foreman, management, etc) link them to their User account here.

9. Click "Add crew member"

Screenshot of: Click "Add crew member"

10. Make sure the Active toggle is turned on.

11. Turn on the Timesheet Notifications toggle if you want them to receive weekly summary reports of their time.

12. Click "Link QuickBooks Employee" to link to your QuickBooks Online account for payroll.

Screenshot of: Click "Link QBO Employee" to link to your QBO account for payroll.

13. Click Save.

Screenshot of: Click Save.

If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.
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