Open your jobs
See what a job is for, and open the sites your organisation is running.
A job is one site or project. It is where you keep the documents for the site, who is working, how they sign on, and a record of what changed.
Give it a name. A site address, start and end dates, the client or principal contractor, and a logo are optional. The details stay with the job so they can fill documents for that project, and its logo is printed on them in place of your organisation’s. Choose who can open the job, and how guests confirm who they are when they join. To change any of this later, choose Edit job on the job’s ⋮ menu.
The crew is the job’s own list. It can include your team, people from other companies, and guests who sign on at the gate. A group can drop a saved set of people onto that list. The job keeps a copy of who was in the group that day, including contacts from other companies.
Public
Sign on from the gate
Anyone with the link or QR code can join, including people without an account. Print the code for the site office. A manager can reset the link if it was shared too widely.
Private
Only people you add
The job still has a link, and opening it asks the person to sign in. They get in when they are already on the crew, were invited on an email or mobile they have confirmed, or are an Admin of the host organisation.
A private job shows Private on its card. The number on the card is how many people are on the crew.
Open one
An Admin sees the organisation’s jobs. Staff see the jobs they are on, including a job hosted by another company when they are on that crew.
- Choose Jobs in the sidebar.
- Read the name on the card. Finished jobs sit under Completed. Turn on Show archived there to see archived jobs too.
- Choose View. The job opens on its Documents.
- Choose Crew for who is on it, or Activity for what changed.
Choose New job when you are creating one. Active jobs count towards the plan.
To find a job, type in Search jobs at the top of Jobs. Suggestions appear as you type; choose one to open it. Inside a job, Search job finds its documents and the people on its crew. Press Enter to see every result on one page, where you can keep to one kind.
Finish a job
When the site is finished, an Admin chooses End job on the job's ⋮ menu. The job moves to Completed: it stops taking new joins and new crew, its activity and posts become read-only, and it no longer counts towards the plan. Documents, signatures and activity are kept.
Archive job also puts the job away, so it only shows under Completed with Show archived on. Archiving an active job ends it as well. Reopen job brings an ended or archived job back to Active, when the plan has room for another active job.
Answer an invitation
A job you have been invited to shows on Jobs as a dashed card, with who invited you and their company. Choose Accept to join its crew, or Decline to say no. When the invitation needs more from you, such as the code texted to your mobile or which company you are with, Accept opens the invitation to ask.
The name on the card is the name to trust. A group called Electricians and a job called Harbour deck are different things: the group is the saved list, the job is the site.
What happens next
Add documents to the job, see who is on it, invite someone, or read job activity.