The Crew Lead is a feature on the mobile app that lets one operator manage a team of others. The lead is who will be responsible for entering in information on the mobile app.
What is a Crew Leader
A Crew Lead is the designated operator responsible for managing a team of crew members during a shift, streamlining operations by handling all key reporting such as weather conditions, services performed, and site notes. While the crew uploads photos, the Crew Lead keeps everything organized and running smoothly through the Yeti app.
How to Create a Team
Start your shift on the main menu and select the edit button in the My Crew section.
A list of operators will appear. Select who you want on your crew and hit the update crew member button.
If you want to contact an operator before adding them to your crew, simply swipe on their name and choose to call or message them.
The operators you have selected should now be listed underneath your name.
When you do this the other operator shift will also start
Filling out site information
On the site page, the Crew Lead is responsible for entering the following information into the system:
-
Weather conditions
-
Services performed
-
Notes
All other operators will have limited access and can only upload before and after photos. They will be restricted from accessing or editing any of the other sections.
(NEED SCREENSHOT)
In order to state that a team is working on a site, the crew member toggle must be turned on (blue).
All crew members' names will now be listed under services.
You need to list every service that each operator helped with underneath their name. This information is essential for billing, tracking labour hours, and accurate reporting.
Updating your team
You can make changes to your team in at any time during your shift
To change the operators on your crew, select the crew shift button.
You can either select new operators to join your team or you can remove current ones.
Select the update crew member button once you are done.
When a Crew Lead adds new members to their team, those members’ shifts will only begin at that moment, as long as they’re not already on another shift or working with a different team. This ensures accurate time tracking for employee timesheets.
Dispatch Page
Open up a shift record to see who are working together on a team. The crew lead will have the word leader beside their name.
If you need to end an operator shift you can do so by hovering the mouse over their name and selecting the red button.
If you need to remove a team member, you can do so by hovering the mouse over their name and selecting the X button.
In each site record, you can see who worked on that site in the crew section.
If you need to update a site record with crew information, you can do so by selecting the edit button, adding the operator's information and selecting the save button.
Employee Timesheet
In the employee timesheet, each crew member will have their own individual shift record.
The shift start time is based on when the Crew Lead added them to the team. For example, if the Crew Lead starts the shift with a group and adds another operator 30 minutes later, that timing will be accurately reflected in the timesheet.
Service History Report
Click on a record to open it. Scroll down to the Operator section, you’ll see a list of all operators who worked on that site. Under each name are all the services that they participate in.
If you want to see the crew leader and team information on the display before opening up a record, you can do so by setting the column configuration.
Select the column configuration button and turn on the following fields:
- Crew leader
- Crew
Then click save. You should now be able to see that information on your screen.
If you want that information to be presented in a PDF report, select the PDF configuration button
Turn on the following fields:
- Crew leader
- Crew
Then click save. You should now be able to see that information on your screen.
Billing Report
Click on a record to open it. Scroll down to the crew leader section, you’ll see a list of all operators who worked on that site. Head down to the service section to see the service that is being billed. If the service has the charge type "Service Hourly," the total will be calculated based on the service rate, the site duration, and the number of operators who worked on the service
If you want to see the crew leader and team information on the display before opening up a record, you can do so by setting the column configuration.
Select the column configuration button and turn on the following fields:
- Crew leader
- Crew
Then click save. You should now be able to see that information on your screen.
