How do I add team members and crew?
Your whole roster lives in Settings → Team: admins, office staff, and crew. Not everyone needs a login — a plow operator can be on the books with nothing but a name and a phone number.
Choose Add team member
On Settings → Team, hit Add team member. First name and role are required; everything else can come later.
Pick their role
Admin runs the business alongside you — settings, billing, the works. Office admin handles day-to-day operations. Crew is your field team: they show up in dispatch and the driver app, not in your settings.
Email is optional — it decides whether they get a login
Add an email and they’re sent an invite to set a password. Leave it blank and they’re added without a login — still assignable to routes, still on the roster. The Access column shows where each person stands: Login, Invite pending, or No login. You can add an email later; that sends the invite then.
For crew: set their driver-app PIN
Edit a crew member and you’ll find the Mobile-app PIN section. Their mobile number is their driver-app username — crew sign in with phone + PIN. Set a 4–6 digit PIN (you can change or remove it any time; it’s never displayed back).
Organize crew with subtypes
The Crew subtypes section on the same page holds your own categories — Plowing, Salting, Sidewalks, whatever fits your operation. Add, rename, and reorder them; assign them to people from the Edit screen. They show up anywhere you pick a crew.
When someone leaves
Set their status to Deactivated — that revokes access but keeps their history. Deleting is permanent and only possible for members with no recorded shifts or expenses.