Learn how field employees use OneCrew on company iPads to review assigned work, enter accurate Actuals, upload photos, and report the final job outcome.
Field employees use OneCrew on company iPads to review scheduled work, understand the Work Order, enter Actuals, upload photos, and communicate job progress or completion to the office.
Accurate and timely field entry helps Operations, Sales, Costing, and other teams understand what happened on the job and what needs to happen next.
The field workflow is not complete until required Actuals are submitted and the job outcome is communicated through the Project Log.
This video demonstrates the current basic iPad workflow, including viewing the schedule, opening the assigned Project or service, reviewing job details, using the Project Log, and uploading photos.
This detailed walkthrough demonstrates entering Actuals on the iPad, including labor, materials, equipment, subcontracting, photos, and submission.
The written instructions below include updated completion and communication requirements that may be more specific than the video.
The OneCrew mobile app should already be installed on company iPads used by field employees. Employees should not need to install the app themselves.
If the app is missing, will not open, or is not working correctly, contact the IT team for assistance.
Open the OneCrew app on the company iPad.
The app defaults to the current day. Change the date when needed.
Open the scheduled Project or the specific service assigned to your crew.
Use Get Directions when navigation to the job site is needed.
Opening the Project shows overall job information. Opening the specific service shows Work Order details related to the work assigned to your crew.
Before beginning work, review all available information, including:
Do not guess when instructions are missing or unclear. Contact the office before proceeding when the Work Order or site conditions do not match the expected scope.
Complete all pre-job actions required by your business unit before beginning work. This section will be expanded after the standard pre-job process is confirmed.
The Project Log is the primary way field employees communicate with the office through OneCrew. Use the Log to share important updates and mention specific people.
The Log may be used to communicate:
Take relevant photos before, during, and after the job as required by your business unit or the Project instructions.
Actuals must reflect what was truly worked or used in the field. Do not simply copy the Estimate without verifying the real job activity.
Confirm all entries are accurate and reflect what actually happened.
Make needed changes before submitting.
When service is weak, refresh the app before entering or submitting Actuals.
Tap Submit and confirm that OneCrew displays a successful-submission notification.
Before reporting the entire Project complete, confirm Actuals were submitted for every applicable service and every day worked.
Some business units require a Project checklist. Complete the checklist as directed by your business unit before finishing the job workflow.
When the work is complete, mention both the Operations contact and the Salesperson responsible for the Project in the Project Log to confirm completion. If the job cannot be completed, mention both people and clearly explain why the work could not be completed and any next step that may be required.
For a multi-day Project, only report the Project as fully complete after Actuals have been submitted for every applicable service and day.
| Issue | What to Do |
|---|---|
| OneCrew app is missing or not working | Contact the IT team. |
| Assigned work is missing | Confirm the selected date, then contact the office. |
| Actuals tab is missing | Confirm that the specific Project or service has been opened. |
| Actuals will not submit | Check connectivity, refresh the app, and try again. |
| Photo upload fails | Keep the original photo on the iPad and retry when connectivity improves. |
| Unsure about a field or checklist | Contact the Operations team before submitting. |