Adding people, setting what they can see, and getting the crew working out of the worker app on their phones.
How to add a team member
Add crew to ClippingCash. Invite field workers by email, set their role, and assign them to jobs and crews.
How to set up crews
A crew is a team you assign jobs to, which is not the same as a field worker. Enable crew features, create crews, and group their work on the calendar and map.
Growing plan and upHow to invite a field worker and what they can see
Send a field worker an email invite, assign them to a crew, and understand the six ClippingCash roles so you give people the access they need and nothing more.
Worker app: how to sign in and set a PIN
First sign-in on the ClippingCash field worker app, then set a 4-digit PIN or biometric unlock so your crew is not typing a password with muddy hands.
Worker app: how to complete a job with photos
How on-site GPS verification works in the ClippingCash field worker app, what each GPS message means, adding photos, and why it all still works with no signal.
Worker app: how to message the office
Customer texts to the business land in the ClippingCash worker app, where your crew can read and reply without giving out their personal mobile number.
Worker app: why it asks for location
Exactly what the field worker app does with location, when it is active, and what it never does. The straight answer to give a crew member who asks.
How to track worker earnings and tips
See how much revenue each worker generated, how many jobs they completed, and exactly how much tip money you owe them, filtered to a pay period.
How to set up crew job reminders
Remind your crew about upcoming jobs by email or text, at intervals you choose before the job time, with quiet hours so nobody gets pinged at 5am.