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Notes & Photos: Require Per Job, and Add to Job Signoff

At CrewTracks, we continue to innovate by combining vision with feedback, but these two features, in particular, are 100% from your feedback.

Require Notes & Photos Per Job

First, we’ve added the ability to indicate whether notes and photos are required on a certain job. Before this update, you could only check a couple of boxes to indicate whether notes & photos were required on the entire schedule.

Yup, those checkboxes right there.
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[VIDEO] Brazos & Legacy Masonry Case Study

One of the challenges of adopting a system like CrewTracks is that it touches so many parts of the business. We sometimes joke that we’re half software, half marriage counseling. Our software translates between owners, project managers, accountants, payroll administrators, foremen, and individual workers. We work hard to simplify this communication. Specifically, we aim to keep things simple for the client office staff and even simpler for the field crews. This case study showcases just one of many success stories in this endeavor.

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Proportional Overtime Export Explained

Great news, CrewTracks fans!  As promised, our proportional overtime export will be available in your CrewTracks app starting riiiiiight… now.  As we mentioned in the last blog post, our “User Time” export has always included overtime hours, but it did not include information about which job the overtime applied to.  For that reason, we are changing the “Manual (CSV)” job time export to include this information.  As part of this process, some columns have changed in the export, so if you rely on a consistent column order, you might need to make one-time adjustments to accommodate the new export format.

In other words:

If you are using the “Manual (CSV)” Job Time Export in your payroll process, please allow some extra time next time you run payroll, and please let us know if we can help.

In most cases, the changes won’t affect you at all.  But if you have some excel wizardry or processes set up on your end that we’re not aware of, we want to help you update those as swiftly and smoothly as possible.

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Three New Features in August

These features will be coming to CrewTracks in the next few weeks, and we wanted to give you a heads up:

1. New Employees List & Employee Page

The “users” menu option is going away, and we’re calling it “employees” instead. This list is now searchable, sortable, customizable, and 153% more beautiful. We’ve also added a profile page for each employee, including a photo and a list of schedules they have been assigned to. This profile page will give us space for a few other features we have planned. Here’s a two minute overview video of this new feature:

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Automatic Lunch Allocation, Choose Supervisor, and More

I just committed one of my pet peeves: I used the phrase “and more.” I hate that… if there’s more, tell me what it is! But there are simply too many updates to sum up in a title, and I decided not to use the title “Holy crap we’re releasing a TON of new features today.” So take a look at the headings below and dive in to any features that pique your interest.

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Preparing Documents for CrewTracks: Instructions and Done-For-You Pricing

Hello, CrewTracks world! Are you stoked about document management? If you’re thinking to yourself, “Uh, not really,” there’s a good chance one of these describes you:

  1. You haven’t used it yet. Shame on you! This is huge!
  2. You have documents in Microsoft Word or PDF format, but they’re not ready for CrewTracks.

If #2 describes you, we’ve got your back. Actually, if #1 describes you, we’ve got your back there as well. We’ve got your back no matter what, okay? But right now we’re going to talk about #2.

If you’re up to the task of preparing your documents, this video will help a lot. If you’d like us to do it for you, please continue reading below the video.

Still reading, huh? I don’t blame you. Document preparation can get kind of hairy. Unfortunately, it can also get expensive. Quick story:

Several of us from CrewTracks were at a trade show recently where we heard about a new software for the first time. Turns out they compete with our document management feature (sort of), which we had not released yet. We found out if you want them to prepare your document for you, they charge $300 per document. We thought, “Holy smokes, we could charge a lot less than that and still make a good return on document preparation!” Suddenly a new revenue stream presented itself, and we weren’t even looking for one. Then our president stepped in and reminded us of our purpose. In case you don’t know, this is CrewTracks’ purpose:

We help and innovate for the people who build and maintain our world.

Mike reminded us: we are here to help you, not simply profit from you. So we have decided to take a loss, on average, on document preparation. This will make it easier for you to use CrewTracks. That’s how we can contribute best to your success, and that’s what we’re here for. More importantly, that’s what you’re here for. In turn, your ongoing partnership ensures our success, so we can continue fulfilling our purpose to help and innovate for you. It’s like the circle of life. No it’s not, but it’s pretty cool.

So without further ado, if you’d like us to tackle your document preparation for you, it’s going to cost a whopping $25 per page. Seriously.

Just reach out to your account manager, drop us a line at customercare@crewtracks.com, or give us a call at 801-742-5555, and we’ll take a look at those documents together.

Man it feels good to share good news!

Document Management is Here!

Maybe you’ve been “in the know” for a year, or maybe you had no idea this was coming.  Either way, document management is HUGE, and it’s the result of a ton of hard work and innovation here at CrewTracks.  We’ve created five training videos for you to get up to speed, and they are at the bottom of this post.  But first, here’s a very brief, doesn’t-even-do-it-justice, three point summary:

1. Field crews can view, edit, annotate, and sign plans and drawings in the field.

2. Field crews can also fill out and sign your company’s documents.

3. Completed documents can be exported as individual files, or the data from multiple submissions can be aggregated into a single spreadsheet (CSV).

The Bottom Line

We really can’t overstate what a game changer this is for CrewTracks users.  Essentially, a million different “can CrewTracks do this?” questions can now be answered with, “Yes, exactly the way your company wants it done.”  Please take a look at the training videos below, and then log in to CrewTracks.  You should see a new “Documents” menu option.  Existing customers get this giant expansion of CrewTracks functionality for free!

Video 1: Adding Documents to CrewTracks (7:41)
Video 2: Viewing Documents in the Field (8:03)
Video 3: Editing Documents in the Field (18:37)
Video 4: Viewing Field-Submitted Documents (10:22)
Video 5: Advanced Features (22:49)

The Right Data on the Right Date

We’ve got two new features for you that will help you get the right data on the right date.  First, if you accidentally open the schedule for the wrong date, CrewTracks will now notify you:

Second, when someone hasn’t completed the required items in their daily report, CrewTracks displays a list of items they still need to complete.  That list is now tappable! Tap on the item you need to complete, and CrewTracks will take you right to the place where you can fix it, like this:

We’ve also fixed some bugs that you might not have been aware of, including:

  • When a schedule is created from the app using the organization settings (i.e. no crew), the organization settings for misc pages will now be honored.
  • In some cases, the QuickBooks export was only rounding down to the nearest minute, not up, even if the decimal amount was closer to the next minute.  Rounding will now always be to the nearest minute, whether we need to round up or down.

More new features to come!  Including… the big one. Document management is right around the corner!

Two New Features and a Sneak Peek

We’ve snuck in a couple updates you might want to make use of, and there’s another one right around the corner.  Here they are!

Add/Remove Employees Permission by Schedule

Before now, there was only one place to set the permission for employees to be added to or removed from a schedule in the app.  That feature still exists, right here in Organization Settings:

Add Employees Default

But now this setting can be overridden on a schedule-by-schedule basis.  By default, new schedules will honor the Organization Settings.  However, when creating a new schedule or editing an existing one, you now have this handy dandy checkbox to make exceptions where needed:

Add Employees Schedule

Ability to Disable Time Assignment

If you’ve been around CrewTracks for a while, you might remember when we used to have time assignment and production on the same page (at least on the iPad app).  We separated those items into two pages to make some other features possible, including this one:

I know, it doesn’t look like much, but it’s huge for those who need it.  In the past, Time Assignment didn’t have its own section, and that little checkbox that says “Require all time to be allocated to jobs before submission” was nestled in with the Jobs section.  So, Jobs and Time Assignment were essentially one feature.  This created a problem – if you disable Jobs, all the job-centric features (Production, Notes & Photos, Equipment, Materials) are also disabled. If you wanted all those features, you HAD to also include Time Assignment.  And although you could make the actual process of assigning time optional, the Time Assignment screen would appear in the app no matter what, causing field crews to assume they had to fill it out somehow.

Long story short, we’ve separated the baby from the bath water.  If you want to throw out Time Assignment, but you want to keep job-centric features like Production, Notes & Photos, Equipment, and/or Materials, we’ve got you covered.  You can keep Jobs enabled and just disable Time Assignment.

Coming Soon: Customizable Schedules List Page

Oh man, this is such a useful feature.  The best way to understand this one is just to see it in action:

But wait!  There’s more!  Did you notice the little “+” next to the search bar?  That button will allow you to combine searches.  So, for example, if you wanted to see schedules where Ali is the Crew Lead and his crew worked on the Oroville job, your search would look like this:

And that’s not all!  If you call in the next 10 minutes, we’ll even throw in the ability to reorder columns!

Not bad, eh?  By the way, you don’t actually need to call us – reordering columns will definitely be included in the new schedules list page.  However, every feature we develop is based on customer feedback and requests, so we would love to hear from you!  You can reach us at customercare@crewtracks.com or 801-742-5555.

CrewTracks Web App Gets a Facelift

Great news!  The web app (often referred to as the back end) of CrewTracks is about to look a lot more beautiful.  The features and functionality you’re used to are still there, so you’ll be able to keep using CrewTracks without a hitch.  But just in case the new look surprises you, we thought we’d do some “old way / new way” comparisons to keep you on track.

By the way, this update is laying the groundwork for a huge new feature we’ll be announcing soon.  But I’m getting ahead of myself – here are the areas that have been updated so far. 

In each of the animated images below, please note the “Old” and “New” in the lower left corner.

Adding a New Job

The new job creation process is more intuitive, more beautiful, and opens up the ability for us to add features in the future without cluttering up the “Add Job” page.

Adding Phases Items to a Job

We’re changing both the functionality and the terminology here.  Calling each item in a job a “phase” limits what those items might represent, and we want CrewTracks to be flexible.  Stay tuned for more updates in this area.

Also, while the image above shows the process for adding items from templates, the image below shows how we’ve updated the look and feel of typing in new phases items one at a time.

Viewing Jobs

Both the jobs list and the detailed view of a single job have been updated.  Here’s the jobs list:

And here’s the updated view for a single job – it’s super nice.  You can now see a map showing the job’s location… (continued below)

…as well as the photos attached to a job, without navigating to each individual schedule.

Adding a Schedule and Assigning Jobs to the Schedule

The new Add Schedule page looks great, even on mobile.  Also, it’s easier to add multiple jobs to the schedule.  Rather than adding one job, then adding the phases items, then adding the next job, you can add all of the jobs and items at once.  By the way, you’ll notice the new interface still says “phases” here – it has since been updated.

Here’s a really useful bit of functionality that’s being added with this update.  You can now search all jobs for a certain item.  In other words, you have two search bars now.  Leave the “Search Jobs” field blank and you can “Search Items” among all jobs.  In the example below, we’re looking for all jobs with an item called “Spring Cleanup.”  You simply couldn’t do that in the old interface.

That’s all for now!  We just wanted to make sure you weren’t caught by surprise.  Please never hesitate to call us at 801-742-5555 or email customercare@crewtracks.com if we can help!