Objective
Launch FieldCrew with accurate baseline data so dashboards and reports are trustworthy from week one.
Prerequisites
- Owner/Admin account access and company details.
- Current worker list with roles and standard hours.
- Existing jobs/projects and estimate assumptions.
Step-by-step
- Complete company profile and notification preferences in settings.
- Add workers and verify pay assumptions under worker management.
- Create active jobs/projects with estimated labor inputs.
- Validate first timesheet cycle and check for missing entries.
- Review dashboard signals and record first recovery priorities.
What good looks like
- All active workers and jobs are represented in the system.
- Time entries map cleanly to jobs and reporting periods.
- Owner can identify top 2-3 weekly margin risks with confidence.
Common mistakes and fixes
- Missing estimates on jobs: add estimate fields before reviewing overruns.
- Incomplete worker profiles: verify standard hours and labor assumptions.
- Skipping first weekly review: schedule a recurring owner review block.
Next guide: Jobs and Projects