Techs, crews and subcontractors

Two pages set up the people who do the work: Techs & crews for your own team and Subcontractors for outside companies. Owners and admins can change them.

#Techs

Go to Settings → Techs & crews. Every active team member is listed under Techs, with On the board or Not dispatchable. Click a person to edit:

• Board color: their color on dispatch.
• Skills: comma separated, like "hvac, plumbing". Skills are matched against the skills a job type requires.
• Hourly cost ($): their loaded labor cost, used in job costing.
• Dispatchable: shows them on the board and offers them in online booking.

Click Save.

#Where their day starts

Under Day starts from (home or shop), enter a street, city and ZIP and click Save. Leave the street blank to use the company address. Drive times on the board start from here.

#Crews

Crews are groups scheduled together, mostly on multi-day and project work.

1. Under New crew, enter a Name, like "Paving crew A".
2. Pick a Lead and a Color.
3. Check the Members.
4. Click Create crew.

Click a crew to change it, then click Save crew.

#Subcontractors

Go to Settings → Subcontractors to keep a list of companies you hire out to.

1. Click Add subcontractor.
2. Fill in Company, Contact, Trade, Email, Phone and Insurance expires.
3. Turn on W-9 on file once you have it. You need it before you pay them and for 1099s.
4. Click Add subcontractor.

The table flags anyone who needs attention:

• Insurance: Not on file, Expired, or Expires in … days when it's within 30 days.
• W-9: On file or Needed.

Click Edit on a row to update it.

#Related

• Pay rates and commissions: Payroll and commissions.
• Divisions or locations: Business units.