About 3 minutes 7 stepsFor admins and owners

Plan your crew’s week

Put people on jobs for each day, with a start time and a note, and they see it on their phones.

Plan your crew’s week: the screen on a computer

What this is

The roster is your plan for the week: who goes to which job, on which day, and when they start. Each person sees their own days on their phone, with your note and who else is going.

When you change someone’s week, they get one notification once you have finished, not one for every change, and changes made late at night wait for the morning.

Plan your crew’s weekStep 1 of 7

Step 1: Open Roster
TapClick the menu button at the top left of the screen, then Roster.TapClick Roster in the menu on the left.
Look forthe Roster item in the menu
Step 2: Choose the person and the day
The roster opens on today. TapClick another day at the top if you need to, then Put on a job beside the person.Find the person on the left, and tapclick the + under the day they are going.
Look forthe Put on a job button
Good to know: Nobody on these this week lists the work nobody is on yet. TapClick Put someone on there to start from the job.
Step 3: Choose the job
TapClick the job they are going to. To find it, type its number, its name, the customer or the address in Find a job.
Look forthe Find a job box
Step 4: Add the time and a note
If you like, choose the Start time and the Hours, and write a note they will see, like where to meet.
Look forthe Start box
Step 5: TapClick Put on the roster
TapClick Put on the roster. If they are on leave that day, you are asked why first. If they already have a job at that time, tapclick Save anyway when both are right.
Look forthe Put on the roster button
Good to know: They get one notification once you have finished. Changes you make at night reach them in the morning, an hour before their first job, between 5am and 7am.
Step 6: Change or take off a day
TapClick a job on the roster to change its day, time or note. Take off the roster takes the day away, and they stay on the job.
Look forthe Take off the roster button
Good to know: A day someone has already worked stays where it is: it is the record of what was planned, and the job’s hours say On the roster because of it. You can still change its time or note.
Step 7: Copy last week
TapClick Copy last week to give everyone the same jobs on the same days as last week. Anyone on leave, and any closed job, is left out, and the page says who.
Look forthe Copy last week button
Good to know: Nobody gets a notification for a copied week: it is the same as last week.