01
Add crew members and send magic link invitations
- Open Crew → Team and click "Add Crew Member".
- Enter their full name, mobile number, email address, and hourly labor pay rate.
- Send the invitation: crew access is delivered via an emailed magic link (not an SMS invite).
- The technician clicks their magic link to log directly into their field portal.
02
Core field app routes
- /field: Primary mobile dashboard displaying today’s assigned jobs and active clock-in status.
- /field/login: Passwordless magic link authentication portal for crew members.
- /field/choose: Multi-job selector when a technician is assigned multiple sites in a day.
- /field/pay: Summary of captured shift hours and approved timecard entries.
- /field/offline: Offline sync manager for reviewing and submitting locally cached job notes.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Field technicians are added with accurate contact info and labor rates.
- Crew members receive their emailed magic link and sign in to /field.
- Technicians can view their assigned jobs and timecard punch controls.
Troubleshooting
When the workflow doesn’t look right
Crew member did not receive their invite.
Check that the technician’s email address is correct and ask them to check spam/junk folders for the magic link.
Crew member sees financial reports.
Ensure the user was invited as a Crew Member, not an Owner or Office user.
Keep going