Field guide

Crew Lead Onboarding

Mobile-first workflow for starting jobs, capturing notes, and closing out.

Step 1

Before arriving

  • Open the job card; review scope, crew notes, and schedule.
  • Confirm materials and labour items copied from the estimate.
  • Download/print the contract if a paper copy is required.
Step 2

On-site

  • Add job expenses with receipts and photos.
  • Upload progress photos to site documentation.
  • Update crew notes if assignments shift.
Step 3

Wrap-up

  • Mark tasks complete; ensure required photos are attached.
  • Flag any change orders back to sales/coordinators.
  • Confirm deposit/final invoices are queued for delivery.