Set up your first crew
Take one jobsite through setup, a shift, and safety review.
Start with one site and a small crew. Run the same work they will do on a normal day before inviting everyone.
1. Set up the organization
An Owner should confirm the organization name, timezone, support contact, and enabled features in Organization Settings. Keep a second trusted Owner for access recovery. Decide who will approve accounts, review timecards, and follow up on safety records.
2. Prepare the site
Create the jobsite and check its address, map position, radius, and timezone. Add emergency contacts and muster instructions where available. Assign the responsible Admin directly or through a job-site group, then assign the workers who will use the site.
See organization setup for role and assignment rules.
3. Get people signed in
Invite or create accounts using the organization's onboarding process. Confirm each person's name and contact details before approving access. Have workers sign in on their own phones, check the organization and site, and complete device setup.
4. Try a complete shift
Where timecards are enabled, have a worker clock in, record a break, and clock out. Confirm the shift reaches the reviewer. Explain that leaving a site does not end the shift under the standard tracking settings; the worker still needs to clock out.
5. Try the safety workflows
Upload a certification and review it. Publish a toolbox talk and confirm a worker can read and sign it. Submit a safety form, open its history, and try a correction if that form supports one. If you use equipment tracking, confirm workers can identify the right unit and see whether it is available for use.
6. Review before expanding
Check pending uploads, unsigned talks, timecard exceptions, and open safety work. Confirm the crew knows who to contact when something looks wrong. Use the first payroll and safety review to catch missing assignments or unclear instructions before adding more sites.