Learn how to navigate the main OneCrew Settings area, understand what each Admin section controls, and review the correct environment and business unit before making changes.
OneCrew Admins mainly work in the Settings area of the system.
The Settings area contains the configuration used to maintain Crews, Services, Costs, Vendors, Jurisdictions, and other information that supports estimating and Project workflows.
Changes made in Settings may affect Estimates, Projects, pricing, Work Orders, scheduling, Actuals, costing, reporting, and other OneCrew users.
Watch this walkthrough for an introduction to the OneCrew Admin Settings area and the main configuration sections available to Admin users.
Use the main OneCrew navigation to open Settings. The Settings menu contains the primary areas used by OneCrew Admins.
The OneCrew Settings menu provides access to Crews, Services, Costs, Vendors, and Jurisdictions.
Open the Settings area from the main OneCrew navigation.
Select Crews, Services, Costs, Vendors, or Jurisdictions based on the information you need to review.
Search for the existing record before creating a new Service, Cost, Vendor, Crew, or other setting.
Open the correct record and review its current configuration before making any changes.
Each option in the Settings menu controls a different part of OneCrew.
Use Crews to review and maintain crew-related setup, including crew names, team members, leaders, and other available crew information.
Use Services to review the types of work that can be added to Estimates and Projects.
Service records may include units, labor, materials, equipment, trucking, quantities, formulas, pricing, and other default information.
Use Costs to review and maintain cost information used by Services, Estimates, and job costing.
Cost records may include labor, materials, equipment, trucking, subcontracting, and other job-related costs.
Use Vendors to maintain outside companies that provide materials, subcontracting, trucking, equipment rental, or other products and services.
Search for an existing vendor before creating a new record.
For detailed instructions on Services, Costs, and Vendors, continue to the Costs, Vendors & Services training module.
Complete the following checks before saving a change in the OneCrew Settings area.
Make sure you are working in the correct Sandbox or Production environment.
Make sure the correct business unit is selected before reviewing or changing settings.
Confirm that you are working in the correct Crews, Services, Costs, Vendors, or Jurisdictions section.
Review the existing record before replacing pricing, configuration, or other information.
Confirm that the replacement information is current, accurate, and provided by an approved vendor or internal source.
Test unfamiliar changes in Sandbox and ask for guidance when the expected result is uncertain.
Do not change a live setting simply to see what it does. Use Sandbox for testing and practice whenever possible.
Always confirm the environment before reviewing or changing an Admin setting.
Sandbox is intended for testing, practice, and reviewing unfamiliar settings without immediately affecting live business operations.
Use Sandbox when:
Production is the live OneCrew environment used for actual business operations.
Production changes may affect active users, Projects, Estimates, pricing, Work Orders, scheduling, Actuals, costing, invoicing, and reporting.
Only make a Production change when you understand the setting, have verified the information, and understand the expected impact.
Some OneCrew settings are maintained by an individual business unit, while others may be controlled across the organization.
Before changing a setting:
A setting appearing in OneCrew does not automatically mean it should be changed or enabled. Confirm ownership and intended use when you are unsure.
Stop and ask for guidance when you do not understand a setting or the expected result of a change.
Ask for help when:
Include a screenshot or short video when possible. Show the Settings area, record, environment, and any error message that may help explain the issue.
Some employees use the OneCrew mobile app on company phones or tablets to access job information and complete assigned work.
If the OneCrew mobile app is missing from a company device or is not working correctly, direct the employee to contact the IT team through the internal IT help form. Admins should not reinstall the app or change managed-device settings unless directed by IT.