Overview
Adding a crew member creates a user record that allows them to be scheduled, assigned to jobs, and included in dispatch. Crew App access can be enabled during setup or later if needed.
This article walks through creating a crew member and configuring their basic settings.
Before You Start
Make sure you have:
Access to Settings → Dispatch
Required employee information (name, role, branch)
Note: Enabling Crew App access requires an available application license. License availability can be reviewed in Settings → Company Settings → User Application Licenses. Learn more here.
To add a crew member as a user in your system so they can be scheduled/used in dispatch follow the following steps.
1. Navigate to the Crew Members Page
Go to Settings > Dispatch > Crew Members.
2. Add a New Crew Member
Click Add Crew Member
Complete the following information:
General Information
Name
Email
Phone number
Emergency contact
Employee Info
Role
Branch
Hire date
Driver’s license details
Click Add and Continue to proceed.
3. (Optional) Add Additional Details
Profile Photo
You can upload an Employee Profile Photo after creating the record.
Notes
Add any internal notes about the crew member as needed.
4. Enable Crew App Access (Optional)
If the crew member should use the Crew App:
Enable Allow user to use the Crew application.
See this article to learn more.
💡 SmartTip: For managing licenses across multiple users, use the User Application Licenses page instead of enabling access one user at a time.
5. Assign Their Default Role
To set their default role (Driver / Crew / Foreman):
Settings > Dispatch > Crew Members > Select the user > Employee Info > Role dropdown.
See this article to learn more.
6. Set Compensation & Rates
Configure the crew member’s default rates under the Compensation tab.
See this article to learn more.
