The crew app
The crew app is your side of the business: today's stops, the route between them, a timer that turns into the invoice, and Sarah on a live call when you're running late. This page is the tour; the timer and getting paid have their own pages — Tracking your time and Getting paid on site.
Getting in
You don't sign up — the office sends the invite (from their Team page). Once you've accepted it, you have an email and password.
Pick 'On the crew' — the app shows the right side of the business for your role.
- Open the app and pick On the crew on the "Sign in as" screen.
- Sign in with your email and password. You stay signed in for about 90 days — the app keeps your session in the phone's secure Keychain, so it's not a daily chore.
- Clock in with a 6-digit PIN. The first PIN you enter on that phone sets it; after that it has to match. It's a quick daily gate on this phone, not a second password.
Your daily PIN — set on first entry, then it has to match.
If it's not your phone, Switch user on the PIN screen clears the session so a teammate can sign in as themselves.
My Day
Your home screen. Up top: your name, org and Gas Safe number, plus today's numbers — Stops today / Done / Booked to you.
- Location-share card — the toggle that decides whether the office can see you. "Sharing location — Working hours only" when it's on; "Location paused" when it's not. Full detail in Location & privacy.
- Day timeline — today's stops in order, done rows ticked off, and a "next" card for what's coming.
- Board view — your jobs by status. Drag a card between columns to move it — the office board updates the moment you do. You only see and move your own jobs.
- Next-stop card — the navigate icon opens Apple or Google Maps, Start job starts the timer and moves the job to In progress, and Stop shows the live clock.
- "Running late? Sarah will text ahead" — opens a live voice call with Sarah so the customer hears from you before they start wondering.
My Route
A full-screen map of today's stops with a live "Me" pin, real road routes and traffic ETAs.
Today's stops on the map — ETAs, Optimise, and Go to hand off to turn-by-turn.
- The top bar shows your next stop and how many minutes away you are. Go hands off to Apple or Google Maps for turn-by-turn.
- The My route today sheet lists the stops in order with predicted arrival times and late/early pills. Optimise (when you have 3 or more stops left) asks the server to re-order the day and tells you the minutes saved — it respects any arrival windows the customers were promised.
- Tap a pin for the job sheet: Navigate / Call / Message. Message sends a real text from the business — quick options like "On my way", "Arriving shortly" and "Running late", so you're not typing at a red light.
The "Me" pin is drawn from your phone locally — it is never sent to the office.
The Job screen
Everything about one stop, and the buttons in the order you'll use them.
One job: the facts, the map, the timeline, and the sticky bar that walks you to the invoice.
- Status pill (shows "On site" with a live clock while you're timing), the contact, a street-level map with Navigate, and fact tiles: Scheduled / Engineer / Price / Invoice.
- Before you price — the questions the office needs answered before a price can go out, one card each, hardest first. Each one is a photo to take, not a box to fill in. See Before you price.
- What you're fitting, built from the job's service lines. The ticks save, so the office can see what has gone in without ringing you. A tick records progress only; it never changes what the customer is charged.
- Photos — anything worth a picture that is not answering one of the questions.
- Anything else — a note, for what nobody thought to ask about. Untick "this changes the job" if it is just a message for the office.
- The Activity timeline is the job's real history — notes, texts, status changes.
- The sticky bar walks the visit: call the customer → Start job → Open tracker (live clock) → Mark complete once there's time on the job → the invoice screen.
- "Hands full? Tell Sarah" — a live call to answer the questions out loud, tick work off, extend the job, or text the next customer.
Me
Your details and the end of the day.
- Identity band — name, role, org, "On the clock since" your clock-in time.
- Your current job card with Open job / Start job.
- Location & privacy — the sharing toggle, "Working hours — Set by the office", and "Location history — Auto-wiped after 30 days".
- My details — Gas Safe number and expiry, van, skills. The office edits these (or you can, on the web profile).
- Help — "Call the office" rings a real owner or admin.
- Clock out for the day stops location tracking and returns to the PIN screen. Sign out ends the session entirely.
Office messaging inside the app is on its way — for now, "Call the office" is the direct line.
Talking to Sarah from the van
The "Running late?" and "Running over?" buttons open a live, open-mic voice call with Sarah — the same AI that answers the business line — with mute and live captions. Talk normally; no button-holding.
By voice you can add a job note, extend the current job, and do the combined "extend it, note why, and text the next customer" in one go. Anything customer-facing — like sending that text — gets a spoken readback first and only happens after you say yes. Internal edits (a note, an extension) apply straight away.
Money stays off the table by voice for crew: invoices, payments and revenue are owner/admin-only tools. How the voice line decides who gets what is covered in Voice PIN & operator mode.
Related
- Tracking your time — the timer, rounding, and the arrival prompt.
- Getting paid on site — mark complete, the overage card, and the pay link.
- Location & privacy — exactly what's shared, when, and what never leaves your phone.
- The owner app — what the boss sees on the same app.