Crew accounts

Foremen, drivers and helpers work from the Movers App on their phone: their jobs, the bill of lading, photos, payments and time. They get an account like anyone else, with a crew position.

Add a mover

1. Open Settings › Users & permissions › Users and press New user.
2. Fill in the name, Contact Email and Phone. Mark the phone Mobile if you want to text them a password link.
3. Give them a Username and a Password — or leave both blank. A mover's password can be anything at all, up to 128 characters — because they sign in on a phone, often in a parking lot.
4. User Type: Standard. Pick their Department (for example your crew department).
5. Tick Foreman, Driver or Helper under Position — whichever they do. Several are fine.
6. Press Create.

A mover with no username or password

A foreman, driver or helper (and nothing else) can be created with the Username and Password left blank — handy for a helper who will not use the Movers App yet.

• The username is made from their name: Duke Helper becomes duke.helper. If somebody in the company already has it, they get duke.helper2, then duke.helper3, and so on.
• Their window opens with the username at the top of Software Login — tell them, they sign in with it.
• They have no password yet. When they need the Movers App, press Send a link to set it in their window and they choose one themselves.

Office users still need a username and a password.

Then set their pay on Payroll (see Pay rates per person) and press Save.

How they sign in

They open the Movers App on their phone and sign in with the Company login ID, their username and password — see Sign in to the Movers App. You can send them a link to choose their own password: Details › Software Login › Send a link to set it, by text to a mobile number.

Why movers don't open the office

The office opens only for an administrator or someone with at least one office position (Sales, Customer Service, Manager, Finance or Dispatcher). Someone whose positions are only Foreman, Driver or Helper is sent to the Movers App instead.

So:

• A foreman who also does sales gets both Foreman and Sales — they sign in to the office and lead crews.
• A helper gets only Helper — they use only the Movers App.

What's different about a crew member's window

• They show as crew member on the Users page.
• They have a Time off tab (for anyone who sees Dispatch) — see Staff time off.
• A crew member's Claims tab shows the damage claims on jobs they worked (for anyone who sees Claims).
• A driver or helper with no other position has only Details, Integration, Payroll and Logs. A foreman's Permissions tab stays open.
• They never appear in office pickers like salesperson or task owner.

What the crew sees

What a foreman can do on the job — and which of it your settings allow — is in What the crew sees.

If something goes wrong

• Hi … You have no permissions. — a crew-only person tried the office login. Send them to the Movers App.
• Password is a required field — the person has an office position too; only a foreman, driver or helper with nothing else may be created without one. Password must be at most 128 characters — a password is 128 characters at most.