Managing crew changes effectively is essential for accurate billing and seamless operations. The Chariot Crew app makes it easy to change crews on a job, ensuring that the correct crew members are tracked and billed accurately. Follow this guide to learn how to enter a crew change using the Chariot Crew app.
Steps to Change Crews
1. Access the Job Interface from the Crew App
Open the Chariot Crew app and navigate to the job and "In Progress Crews/ Time Tracking log where you need to change the crew.
2. Click on the ‘Crew Change’ Button
To change the crew, click on the ‘Crew Change’ button. This button is customizable per client, so it might be labeled differently depending on your setup.
3. Confirm New Crew Members and Trucks
After clicking ‘Crew Change,’ confirm the new crew members and trucks you’ll be swapping out. This step is crucial for maintaining accurate records and billing.
4. Set Crew Size and Hourly Rate
Next, set the crew size and the hourly rate. You can import the hourly rate from the estimate if it matches the crew size or set it manually. If preferred, you can skip setting the hourly rate at this stage.
5. Confirm the Time of the Crew Change
Confirm the time of the crew change to ensure that all activities are accurately tracked from the moment the new crew takes over.
6. Log Activities
Once the crew change is confirmed, log activities as you normally would for time tracking. This process remains the same, ensuring a smooth transition between crews.
Conclusion
Changing crews on a job in the Chariot Crew app is straightforward and helps you manage your crew’s time effectively. This feature ensures that all billable activities are accurately tracked for the correct crew members, maintaining precise billing records.
If you have any questions or need further assistance, feel free to reach out to our support team. We’re here to help you manage your crew’s time effectively.
Happy tracking!
For additional support, feel free to contact Chariot support!