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FieldCrew Documentation

Tutorials and operational playbooks for Owner/Admin and Worker roles.

Start

  • Docs Home

Owner/Admin

  • Getting Started
  • Jobs and Projects
  • Workers and Time
  • Payroll and Export
  • Reporting and Insights
  • Settings and Security

Worker

  • First Login and Dashboard
  • Clock and Job Workflow
  • Timesheet Habits
  • Common Errors and Fixes

Playbooks

  • Margin Recovery Cadence
  • Overtime Reduction
  • Estimate Accuracy
  • Weekly Review Template

Help

  • Troubleshooting Matrix
  • FAQ
  • Glossary

Quick start checklist

  1. Complete owner setup and first-week onboarding tasks.
  2. Create or verify workers, jobs, and time workflows.
  3. Review reporting pages and identify first recovery opportunities.

Popular guides

Owner Getting Started

Set up your account, team, and first operating cadence.

Jobs and Projects

Run jobs cleanly from estimate through completion.

Worker Clock Workflow

Consistent in-field clocking and job assignment habits.

Reporting and Insights

Turn dashboards into weekly decisions and actions.

Advanced playbooks

SOP-style guides for margin recovery, overtime reduction, estimate accuracy, and weekly role-based reviews.

Margin recovery cadenceOvertime reductionEstimate accuracyWeekly review template

Troubleshooting and help

Start with symptom-based troubleshooting, then use FAQ and glossary references for faster resolution.

Troubleshooting matrixFAQGlossary

On this page

  • Quick start
  • Popular guides
  • Advanced playbooks
  • Troubleshooting and help
FieldCrew

Job-based payroll intelligence for HVAC crews.

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