Crew App Settings

Crew App Settings in Movegistics 5.0 🧵

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Why This Matters to Your Business 📈

The Crew App is how your field teams interact with work orders, track job activities, and collect digital paperwork. Ensuring that Crew App settings are configured properly can help boost accountability, improve time tracking, and provide a consistent customer experience. From enabling tip selection to customizing job activity billing and templates, the Crew App Settings give you full control over how your teams operate in the field.

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🔧 How to Access Crew App Settings

1. Click the gear icon in the top-right corner of Movegistics.

2. From the left-hand menu, expand the Crew App section.

3. Choose between:

   • General

   • Crew Activities

   • Crew Templates

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🌟 General Settings

Under Crew App > General, you'll find toggles for key functionality:

• Tip Selection: Allow customers to leave a tip during job completion.

• Rating & Review: Enable customers to rate their experience with your crew.

• Crew App: Toggle overall access to the Crew App (useful for temporarily disabling access).

These settings apply globally to all crew devices.

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🚜 Crew Activities

This section allows you to manage time-tracked activities for job performance, such as Drive Time, Packing, Loading, and more.

Each activity includes:

• Name & Icon: Easily identify each activity.

• Type: Choose from Drive Time, Load/Unload, Pack/Unpack, etc.

• Billable: Toggle to indicate if the activity is billable.

• Double Drive: Enable if double drive time applies to the activity.

• Updated/Created Dates: Track when the activity was last modified.

• Active: Toggle on/off to manage activity availability in the app.

📅 These activities are selectable by crew members when clocking in/out or changing job stages.

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📄 Crew Templates

Crew Templates are digital forms your crew completes in the app. These can include waivers, checklists, and customer verification.

To manage these:

1. Go to Crew App > Crew Templates.

2. You can view or add templates with:

   • Name

   • Type: Forms and Documents, Terms & Conditions, etc.

   • Service Type: Define where this template applies (e.g., Commercial, Local).

   • Signature Location: Choose Origin, Destination, or Others.

   • Active: Toggle visibility for crews.

To Add a New Template:

1. Click the blue plus (+) icon.

2. Fill out:

   • Name

   • Template Type

   • Service Type

   • Add your formatted template content

3. Click Save

🔗 Templates are triggered automatically in the Crew App based on service type and work order stage.

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Best Practices 📝

• Keep activity names and icons intuitive for field teams.

• Use digital forms to standardize damage documentation and waivers.

• Only activate templates relevant to your business workflows.

• Enable Ratings & Tips to enhance customer engagement.

For assistance customizing your Crew App experience, contact us anytime at [e-mail].