35 articles

• The Jobs screen: from signed quote to finished job
  How signed quotes become jobs, how the Jobs list is grouped, and what you can do on a job.
• Job costing: entering actual costs on a job
  Enter materials, crew hours, equipment and other costs on a job and see variance and gross profit against your estimate.
• Calendar: month view, list view and the day menu
  Use the Calendar's Month and List views, tap a day to book work, and block time off.
• Appointment reminders to customers and to you
  Set how long before each appointment customers and you are reminded, and by which channel.
• Subscribe to your schedule in Google, Apple or Outlook calendar
  Get a private link that keeps your VisionScaper schedule in your own calendar app.
• Field work overview: the tabs and who sees them
  What each Field work tab does and how your role decides which tabs you see.
• Field work Today: your daily dashboard
  Read the Today tab to see scheduled, late, blocked and finished jobs, who is on the clock and what is waiting.
• Assign crew and use suggested times
  Put people on jobs, see who is available, change a job's time, and let VisionScaper suggest crew and slots.
• Review and approve hours worked
  Check each person's weekly hours, fix entries with a reason, and approve, send back or reopen a week.
• Add employees and crews, and link their phones
  Add people in the Team tab, set role, crew, availability, time off and cost rate, and manage signed-in phones.
• Clock in and out from My work (time tracking)
  How crew start jobs, clock in for travel or shop time, take breaks, fix forgotten clock-outs and work offline.
• Export approved hours for payroll
  What the payroll export contains, who can run it, and why unapproved weeks are left out.
• Team location (GPS): live map, a person's day and privacy switches
  See who is clocked in on a map, review a person's trail and mileage, and set the consent and retention options.
• Route planner: plan one crew's day
  Pull jobs from your calendar, set lunch and fuel options, and get the best order for the day.
• Route planner distances: Google keys, OSRM and estimates
  Where driving distances come from, which settings change them, and how to read "estimate" versus real figures.
• Purchase orders: order, send, receive and close
  Make a purchase order from a job's material list or by hand, email it to the vendor, receive deliveries and close it.
• Vendors: your supplier list and terms
  Add and archive vendors with contact details, payment terms and your account number.
• Supplier bills: enter, approve and record payments
  Track what suppliers bill you, approve bills, record payments, and see how approved bills count in job cost.
• Inventory: items, places, counts and moves
  Track stock in the shop and trucks, count and move items, and set stock aside for a job.
• Inventory: low stock, reorder drafts and spreadsheet import
  Make draft purchase orders from low stock, release set-aside stock, and import or export your list as a CSV.
• Plan vs actual and profit alerts
  Compare a job's budget to what has been spent by section, and get alerts when cost or margin crosses your lines.
• Expenses: add, receipts and approvals
  How crew and managers log expenses with receipts, and how the owner approves or rejects them.
• Job profit: estimated vs actual by job and project
  See revenue, direct cost, gross profit and margin per job, with filters and a final-or-provisional label.
• Overhead budget: work out your overhead per labor hour
  Enter a year's overhead, billable hours and target profit, then choose whether to use the results on new quotes.
• Equipment and maintenance reminders
  Add mowers, trucks and trailers, log hours or miles, record services and get reminded before maintenance is due.
• Tasks: one to-do list for you and your team
  Add, assign and finish tasks tied to a customer or job, and watch what is due today or past due.
• Training: build, publish and assign courses
  Create courses with steps and quizzes, publish numbered versions, assign them to people and handle work to check.
• Training reports, certificates and automatic assignment
  Download training reports as CSV, approve or revoke certificates, and set rules that hand out training for you.
• Phone app dispatch: assign, move jobs and keep a route order
  What dispatchers can do from the phone app: calendar feed, conflict checks with override, repeating-series edits and saved route order.
• Employee goals and written reviews
  Set goals for people on your team and write reviews that the employee reads, confirms and you sign off.
• Company library: how-tos and policies your team must agree to
  Publish how-tos and policies, ask chosen people to read and agree by a date, and see who is behind.
• Checklists and field forms for your crew
  Build checklists with tasks, questions, numbers and required photos, attach them to jobs, and see how crews complete them.
• Photos and documents on jobs: take, share and mark up
  Add before, progress and after photos, share chosen ones with the customer, mark them up and require them to finish.
• Private notes on each employee
  Keep owner-only notes, ratings and pay details on each crew member in Settings, never shown to the employee.
• Taking training in My work (for employees)
  What an employee sees in My work Training: assigned courses, quizzes, practical work, certificates, talks and procedures.