Introduction

  • CrewConnect is a cached application
  • Cached means that data is saved locally to your physical device without service
  • Save/Sync to upload to the database.*Must have an internet connection to Save/Sync
  • Most items upload to the database automatically
  • Time Entry and Expenses need Save/Sync


What is CrewConnect used for?

  • Time Entry
  • Crew Management
  • Purchasing
  • Tool Management

Null User

A prevalent CrewConnect issue is stored data (ie. Saved projects, employees, and crews being deleted from the device. 

In the meantime, follow these steps for the current workaround:
 

  1. Click to expand menu
  2. Find Current User in the bottom left-hand corner
  3. If Current User = null, then logout and log back in
  4. Check to see if your data is there. If still gone, Restore data


Setup Features

To enter time or pull a tool list for a project, the project must be set up in the device’s local session of CrewConnect. To charge time for an employee, the employee must also be set up. To enter time for multiple employees simultaneously, users can create a crew and add employees that have been set up. 

 

To set up a  project:

  • Select the Project # field and enter the project number without dashes. 
  • Choose the appropriate craft: 2, 3, 4 or 6
  • Click “Add”
  • To manage multiple projects, repeat these steps for each additional project to be added.

If you do not know the project number, you can look up the project by name.


To look up a project:

  • Enter the name of the project and touch lookup.
  • Click on the correct project.
  • Choose the appropriate craft: 2, 3, 4 or 6
  • Select “Add”

To add employees:

  • Enter the employee’s ID number. 
  • Select “Add”


If you do not know the employee's ID number:

  • Enter the employee’s name and select Lookup. 
  • Select the appropriate employee's name from the list provided and select “Add”.
  • To add multiple employees, repeat these steps until all employees have been added

Crew Setup

From the Setup Tab, select Crews

To create a crew:

  • Enter a description for a crew (i.e. “Bob’s crew”, “Pipefitters”, “Rough-In”) 
  • Click “Add”

Multiple crews can be added.  

Manage Crews

From the Setup Tab, go to Manage Crews.

To add crew members:

  • Select the Crew Description from the Crew field.
  • Select an employee to be added to this crew. 
  • Select “Add”

Repeat these steps to add additional employees to the crew.