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Help Center › Jobs, crews & field work › Add employees and crews, and link their phones
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.
The Team tab is where you build your list of people.
Where to find it
Field work → Team. You need the right to manage employees. A simpler list also exists at Settings → Crew & hours.
Steps: add an employee
- Open Field work → Team and tap + Add employee.
- Fill in Name.
- Add Contact: an email or mobile number for crew sheets and schedule texts.
- Set Crew by typing a crew name such as “Crew A”. People in the same crew name work together.
- Pick a Role: Crew, Crew leader or Manager. Only the owner can make managers.
- Enter VisionScaper account (to use My work). This is their sign-in email. They sign up for a free VisionScaper account with it, then open My work.
- Set Availability: tap the days they work, then From and To times.
- Add + Add time off with a first and last day and a note.
- If you can see money, set Internal cost per hour ($). It covers wage, taxes and insurance, is used for job costing and is never shown to the employee. Leave it blank to use the company rate from Settings → Costs.
- Tap Add employee.
Edit, switch off, remove
- Tap a person to edit.
- Untick Active when someone leaves. History is kept.
- Remove from the list keeps anyone with time or jobs on record as a former employee.
Phones signed in
At the bottom, Phones signed in lists each phone with the person, platform and last-used time. Tap Sign out on a lost or shared phone. The app stops working on it at once. Switching an employee off also ends their access.
Tips
- The card shows your plan’s counts of field employees and crews when your plan limits them. The numbers depend on your plan.
- The owner does not count as a field employee.
If something goes wrong
- They cannot see jobs. Check the account email matches exactly and the job is assigned to them.
- Cost shows as “company rate”. That means the person’s own rate is blank.