Field guide
Crew Lead Onboarding
Mobile-first workflow for starting jobs, capturing notes, and closing out.
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.
On-site
- • Add job expenses with receipts and photos.
- • Upload progress photos to site documentation.
- • Update crew notes if assignments shift.
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.