Site leader guide

Check today’s crew, swap workers or vehicles between your projects, and handle leave.

The leader dashboard opens on today: who is on your sites, who has checked in, and what needs your answer. Leaders never see payroll or salaries, and only see workers on their own projects.

Check today’s crew

The Today card lists each worker with their check-in time. Call anyone missing before the shift starts.

Open a project

Under My projects in the menu you’ll find each project you lead, with its crew, vehicles and required roles.

Swap a worker or vehicle

  1. In the project, press Swap.
  2. Pick the replacement worker or vehicle.

You can only move people and vehicles between projects you lead; items on other projects show as locked.

Handle leave

Open Leaves, read the request, then Approve (optionally choosing a replacement worker) or Reject with a reason. The worker is notified either way. More in Leave and cover approvals.

Report problems

Use Chat to reach the office. Urgent site issues become cases the office tracks — see Chat and cases.

Help workers get started

On a worker’s first day, help them add the app to their home screen and check in once. Print the worker quick guide in their language.

Was this helpful?

Related articles