Sign in so every completed stage is tied to your name — no more guessing who did what.
Ask Paul to add under the Team tab.
Private notes only you can see and edit — type or dictate, optionally set a reminder. The owner can view everyone's notes for oversight, but can't edit them.
Owner view — read only.
Manager Notes — shared: both owners see, edit and complete every note here. An optional reminder is sent to both of you. Tap ✓ Done to record who finished it and when.
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When you fix a word after talking to the app and then send or save, the voice remembers it and gets it right next time. Only you can see this list.
The Fix English button next to the mic fixes spelling, grammar and names in what you typed. Vietnamese in a box that must be English gets Translate to English. You always see the result first and can keep your own words.
Your own certificates only. You'll get a reminder 1 month before one expires, and again on the expiry date if no renewed certificate has been uploaded.
Completed jobs waiting on an invoice. Open QuickBooks, send the invoice, then tick it off — it drops off this list once sent.
Finished jobs whose invoice was sent. Tap Open to look back at photos, reports, stages and receipts. Untick "Invoice sent" only to correct a mistake.
Who does what, and where, for each day. Tap Open job on a task group to jump to its job. Week shows everyone at a glance.
Field Level Hazard Assessment. Fill it in before work starts. It saves on this phone first and sends when you are online.
Every FLHA submitted from any job. Filter by date, job or status, or search by site, supervisor or FLHA code. Tap a form to open it; Owner, PM and HR can print it as a PDF.
Record the crew safety talk: pick a topic, read it out, everyone signs on this phone. It saves on this phone first and sends when you are online.
Every toolbox talk submitted from any job — search by job, location, topic, or leader name.
Type a stage name once, save it here, then add it to any job type's template below — or anyone can pull it straight into a single special-case job from that job's own "Update this job" section.
The shared list for every NEW job of a type. Saving here only affects jobs created afterwards — jobs already in progress keep the stages they started with. To change one job only, open that job and use “Edit / reorder upcoming stages”.
Every timestamp in the app (activity log, stage completions, reports) is shown in this timezone — fixed for everyone, instead of each person's own device/browser setting, so dates and times always match regardless of who's viewing or where they are.
Warning levels for the Compliance log on Asbestos Abatement / hazmat jobs. Defaults come from the Alberta Asbestos Abatement Manual (2019 edition, not yet updated to current legislation) — verify against each project's specification and change them here if the spec is stricter.
Rename any tab, or give it its own color for when it's the active tab — both apply for everyone signed in, app-wide.
Sets the background color for each kind of entry in a job's Activity log, so it's easy to tell what happened at a glance.
Get every bell notification on this phone even when the app is closed. Turn it on once per phone. On iPhone, add the app to your Home Screen first (iOS 16.4 or newer).
Only Google accounts listed here (plus the owner accounts) can open the tracker. Pick a role for each person.
Everyone gets Today, Jobs, Schedule (view-only), Safety, Photos, their own Timesheets and Me (certificates, documents). On top of that: Project Manager (jobs, schedule, approvals, vendors), HR (this page, safety library), Supervisor (schedule) or Employee (field work). Job title is only a label. Deleting a job, invoicing and PO numbers stay owner-only.
The skill list every team member is checked against above. Add your own, or load a starter list to begin with.
Overview only: who has what and when it expires. To see photos, add, renew or delete a certificate, open the person's card above and its Certificates section. Reminders go out 1 month before a certificate expires, and again on the expiry date if no renewed one was uploaded.
Invite a new hire's Google email. When they sign in they see only the onboarding steps until it is finished, and are added to the team afterwards. Start date, probation and wages are Owner-only; SIN and bank details are visible to the Owner and HR only.
Practise the whole flow with a second Google account of yours: it uses the real invite, wizard, contract, countersignature and gate, but every record is marked as a test, kept out of schedules, QuickBooks Time, reminders and counts, and signed PDFs are watermarked TEST - NOT A REAL EMPLOYEE. Press Reset test to remove it all and start again.
Every document a new hire reads and signs. The Owner can edit the wording and the form fields here when a law or policy changes; each publish creates a new numbered version (old signatures stay tied to the exact version they signed). HR can read the list and the history but cannot edit.
Everything below is ON by default and works by itself: clock-ins go to QuickBooks Time, new employees are added to QuickBooks and QuickBooks Time when onboarding completes, and people you make inactive are set inactive there too. These switches only stop things. Problems never block Site Tracker or onboarding: you get a notification with a Retry button. SIN and bank details are never sent.
Changing the default never changes an invite that already exists; each invite remembers its own version. Press "Save defaults" (above) after changing these.
Printed in the plan every new hire signs. Pre-filled with the built-in contacts until you save your own; whatever you save here overrides them.
The second Google account you will sign in with to try onboarding (never an Owner account, never a real employee). Only you can set it; the server checks it.
People who were on the team before onboarding existed have no asbestos record, so today they are allowed on asbestos jobs (grandfathered). Record who is actually cleared here (certificate, expiry, fit test); every save is logged. Strict mode (Owner, Settings tab, off by default) ends the grandfathering.
Add suppliers here so they show up in the dropdown when someone submits a receipt. Tap a vendor's Prices button to keep a running log of what they charge for each product over time.
Outside trades you book for a job: hygienist, IPC inspector, engineer, subcontractor, etc. A trade typed in a job's booking form is saved here automatically; pick it next time and its phone and email fill in.
How many business days ahead each kind of outside party usually has to be booked in Fort McMurray. These defaults come from the architect's critical-path guide and are estimates Paul has not confirmed yet — change them to what your real trades need. A trade's own lead time (above) and a lead time typed on a single booking both win over these. Skills = the construction-skill names that mean "an outside party to book" (a stage whose skill is listed here gets a booking marker automatically).
For each open job's current stage, a suggested technician (by required skill) or PM (for a sign-off/inspection stage), ranked by who's least busy that day and — over time — who you've historically approved for that stage. Nothing is scheduled or sent to anyone until you press Approve.
Every job that has job-site photos, most recently active first. Tap a job to open it and browse its rooms and photos.
The hazard checklist shown on the FLHA form, grouped into categories. Each item needs both an English and Vietnamese label — the form shows whichever language the person filling it out picked.
The permit/form checklist shown on the FLHA form. Same idea — English and Vietnamese label for each.
Just type the Estimate # - the project, client and address are found from it. Only accepted estimates become jobs. If the estimate is on a customer (not a project), Site Tracker tells you the project name to create in QuickBooks, then finds it. Project # is optional and only needed if you have no estimate; it must be the QuickBooks project Id (e.g. 289), not the "Project ID" shown on the Projects screen. Nothing is changed in QuickBooks.
Suggestions come from your QuickBooks customers. You can also type any name.
Leave blank to start today — stages will be scheduled from this date instead.
Saved for next time. A new type starts with the standard stage list; change it in Settings › Job Stages.
The stages come from the job type (edit the shared list in Settings › Job Stages). You can still change them for this job only, inside the job.
Nothing is deleted: the profile, certificates, signed onboarding PDFs, employment, time entries and safety records all stay. The person can no longer sign in, clock in or be scheduled, and is removed from future schedule tasks, pickers and reminders. Any open clock-in is closed. Their QuickBooks Online employee and QuickBooks Time user are set to inactive when those switches are on. You can reactivate them later.