The crew roster is the list of all labor resources in your organization — employees, direct laborers, and any 1099 workers your team tracks for time and cost purposes.
Navigate to Labor → Crew → Add Member. Fields:
| Field | Description |
|---|---|
| Name | Full legal name |
| Employee ID | Your internal ID (optional but useful for payroll matching) |
| Trade | Primary trade classification (Carpentry, Insulation, Masonry, etc.) |
| Classification | Journeyman, Apprentice, Foreman, Superintendent |
| Employment type | W-2 Employee or 1099 Contractor |
| Billing rate | Loaded cost per hour (including burdens for W-2 employees) |
| Used for timesheet submission and notifications | |
| Phone | Used for SMS notifications if configured |
| Start date | Date they joined the organization |
The billing rate entered here is used in cost actuals when approved timesheets are posted. Set it to your fully loaded cost rate (wages + payroll taxes + benefits + overhead) for accurate budget reporting.
Manage your list of trade classifications under Labor → Crew → Trades. Add custom trades to match your workforce (e.g., “Air Sealing Technician” for passive house specialty work). Each trade can have a default cost code that pre-fills when crew members enter timesheets.
Assign crew members to projects from the project’s Team tab. Assigning a crew member to a project:
When a crew member leaves, deactivate them from the roster rather than deleting. Deactivated members cannot log in or submit timesheets, but their historical time records are preserved. Deactivated members can be reactivated if they return.
Export the crew roster as CSV from Labor → Crew → Export. Useful for insurance audits, union reporting, or importing into payroll software.