FieldQuo

ਟੀਮ ਅਤੇ ਪਹੁੰਚ

ਕੌਣ ਕੀ ਦੇਖਦਾ ਹੈ, ਸੀਟਾਂ, ਤਨਖ਼ਾਹ, ਸਬ-ਕੰਟਰੈਕਟਰ, ਵਾਹਨ ਅਤੇ ਖ਼ਰੀਦ।

26 ਲੇਖ

  1. Manage TeamThe roster screen: who is on your team, what each person can see and do, the seat panel, pending invitations, and the Add User, Add crew and Add a seat buttons.
  2. Invite a team memberHow to add somebody to your company from the New User form, what they receive, how long the invitation lasts, and what a pending invitation counts for.
  3. Access levels: who sees whatThe five access levels — Crew, Estimator, Dispatcher, Manager, Administrator — what each one is made of, what each one sees in the menu, and who is allowed to change them.
  4. The Crew levelWhat a Crew login can see and do — their own schedule, the jobs they are assigned to, their hours — what it can never see, and why it is free.
  5. The Estimator levelThe level for somebody who prices and sends quotes and manages clients, with prices on — but does not run people, payroll or job costing.
  6. The Dispatcher levelThe team lead's level: everyone's schedule and hours, documents created and edited but never deleted, invitations for crew — without cost, margin or payment collection.
  7. The Manager levelThe level that runs the day-to-day — quotes, jobs, clients, scheduling and expenses, delete included, with job costing and payments on — but not payroll and not the company's billing.
  8. AdministratorsWhat Make administrator grants — everything the owner has except ownership — who can grant it, what an administrator still cannot do, and the one-owner rules that protect the account.
  9. The Custom access editorThe grid behind every level — eleven areas, three switches — how to open it for a new or an existing person, what each dial does, and what you are allowed to hand out.
  10. Seats and crew loginsWhat counts as a seat, why a Crew login is free, how the seat panel on Manage Team counts people against your plan, and what happens when you are full.
  11. Deactivate a team memberHow to switch off somebody's login with the Active checkbox, what changes and what stays, who may do it, and the rules that stop an account locking itself out.
  12. Working hours and bookable hoursTwo weeks per person on one screen: the shift the office schedules against, and the narrower window a client may book online — and why they are kept apart.
  13. Time off policiesThe kinds of time off your team can take and how each balance builds up — fixed days, per pay period, or vacation pay as a percentage — plus the manual year-end carry-over.
  14. Payroll runs ਸਿਰਫ਼ FieldQuo ਵਿੱਚHow approved hours and saved rates become a pay run with payslips — Calculate, save as draft, approve, record as paid — and the one thing FieldQuo deliberately does not do: move the money.
  15. Payroll settingsWhen you pay — frequency, the day the period closes, payday — and the deduction and earning components a pay run applies: fixed amounts, percentages of gross, and progressive tax bands you or your accountant supply.
  16. PayslipsWhat a team member sees under My earnings — this period so far, the year's gross, deductions and net, and a PDF payslip per approved pay run — and who else can open it.
  17. Subcontractors and their insuranceThe companies you hire per job — their trade and contact, whether their certificate of insurance and WSIB/WCB clearance are in date, what you agreed with them on each job, and what you paid them this year.
  18. The T5018 year-end figuresWhere to read what each subcontractor was paid in a calendar year, and in how many payments — the figures a T5018 or 1099-NEC is filled from, on screen rather than rebuilt from cheque stubs.
  19. Vehicles and fleet ਸਿਰਫ਼ FieldQuo ਵਿੱਚThe vans: what is due, what is expiring, who has each one — insurance, registration and service by date or by mileage, a maintenance log, documents, and the running cost for those who may see it.
  20. Purchasing: orders, stock and suppliers ਸਿਰਫ਼ FieldQuo ਵਿੱਚWho you buy from, what you have on order and what is on the shelf — purchase orders taken delivery of line by line, a stock level summed from movements, and a reorder alert for materials with a threshold.
  21. The Activity LogThe company's audit trail — who sent, edited, approved, paid or changed what, with their name, their access level and when — read-only, most recent first, owners and administrators only.
  22. Employee documents and expiry remindersKeep each person's certifications, licences, ID, contracts and tax forms on their HR file, mark what you have checked, and get reminded before a ticket lapses.
  23. New-hire onboarding checklistsA checklist a new hire works through on their phone — tasks, documents to upload, policies to sign, the tax form — started from the invitation and tracked on Manage Team.
  24. Company policies and acknowledgementsPublish the rules your people read and sign — safety, vehicles, hours, phones — see who has signed, remind the rest, and never lose the text somebody signed.
  25. The manager's log bookOne page for the day as it was — weather, who called in, a client who rang, a machine that broke — company-wide, by day, with tags to find it again.
  26. HR & compliance overviewOne table, one row per person: documents expiring or expired, onboarding unfinished, policies unsigned, write-ups unacknowledged — with a link into each file to fix it.