Crew Management
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.
Adding Crew Members
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 |
Record the billing rate as your fully loaded cost rate (wages + payroll taxes + benefits + overhead) so it’s available for payroll and bookkeeping when you export approved timesheet hours.
Trade Classifications
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.
Project Assignments
Assign crew members to projects from the project’s Team tab. Assigning a crew member to a project:
- Makes the project available in their timesheet dropdown
- Grants them read access to field reporting for that project
- Allows their time to be allocated to that project’s cost codes
Deactivating Crew Members
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.
Roster Export
Export the crew roster as CSV from Labor → Crew → Export. Useful for insurance audits, union reporting, or importing into payroll software.