Set up Crew Off with Jobber

Setting up takes about ten minutes at a desk. You need your Jobber login, and your phone with WhatsApp for sending the invites.

1. Start your company

1. On the Crew Off home page, tap Start your company.
2. Sign in with Continue with Google, or type your email and tap Email me a code. See Sign in.
3. Tap Start my company. You're the owner.

On a crew, not running one? Don't start a company. Open the invite your boss sent you instead.

2. Connect Jobber

Settings opens on Connections. Tap Connect Jobber, sign in to Jobber if it asks, and tap Allow. Only a Jobber admin or the account owner can connect.

When you come back, Crew Off has:

• brought in everyone on your Jobber team, with the phone number Jobber has for them,
• named your company after your Jobber account,
• set your time zone from the account owner's Jobber time zone.

No Jobber? Skip this step and add your crew by hand. More in Connect Jobber.

3. Check the numbers and who approves

Open Crew. Everyone needs a mobile number: it's where their invite, and every message to them, opens. Someone showing "No phone number" needs one in Jobber; add it there, then tap Sync the team.

Jobber's account owner and admins start with Can approve on. Switch it on for a foreman, or off for anyone who shouldn't approve. See Pick who approves.

4. Set the types and days

Open Settings, then Time off types. You start with Vacation, Sick, Personal and Unpaid. Set the days each person starts the year with, rename a type, or add your own. Then fix any one person's days on Crew. See Time off types and balances.

While you're in Settings, check Company: your time zone, your work days, and whether messages open in WhatsApp or Messages.

5. Send the invites

On Crew, tap Send invite to and the person's name. Your own WhatsApp opens with their invite filled in. Press send. Do the same for each person. See Invite your crew.

Ask your crew to add Crew Off to their home screen once they've joined, so asking next time is one tap.

6. The first request

When someone asks, their own WhatsApp opens with the request and your approve link. Tap the link and Approve. It goes on their Jobber schedule and comes off their balance. See Approve or deny.

Requests shows what's waiting, who's off for the next two weeks, and what's coming up.