Setting Up Your Crew

crew setup getting-started

How to set up or join a crew when you start using the app

Setting Up Your Crew

Before you can log jobs, you need to tell the app who you are and what resource you're operating — your crew. This takes about 30 seconds and only needs doing once per shift.

Overview

Every time you open the app at the start of a shift, you set up your crew — your callsign, vehicle, event, and the other crew members working with you. This information is then automatically attached to every new job you create, saving you time on scene.

Your crew setup is saved on your device and remains active for 13 hours. After that, the app resets it so you always start each shift with a clean slate.

Before You Start

  • You must be signed in to the app.
  • Your team administrator needs to have added you to the team before you can appear as a crew member.
  • Vehicles and events are set up by your team administrator — if you don't see yours listed, contact them.

Step 1: Open the Crew Panel

When you open the app, you land on the Jobs screen. Along the top of the screen you'll see a large button on the left-hand side labelled CREW. If your crew isn't set up yet, it will appear empty.

Tap the CREW button to open the crew setup panel.

Screenshot: The Jobs screen header showing the CREW button on the left side, currently empty with no callsign or vehicle displayed


Step 2: Select Your Crew

The panel that opens shows two sections:

  • Pre-configured crew cards (at the top, if available)
  • Manual fields (below)

Option A: Join a Pre-Configured Crew

If your team administrator has set up crew rosters for an upcoming event, you'll see clickable cards at the top of the panel. Each card shows the event name, date, callsign, vehicle, and crew members assigned to that resource.

If you're listed as a member of one of these crews, tap the card for your crew. The app fills in all the fields automatically and closes the panel — you're done.

Screenshot: The Edit Crew drawer showing one or more pre-configured crew cards at the top, each displaying event name, callsign, vehicle, and crew member names

These crew cards only appear if you are listed as a member of the crew. Cards are shown for events within two days of today.

Option B: Set Up Your Crew Manually

If no pre-configured crew cards appear, or if you need to set up a crew that isn't on the roster, fill in the fields manually:


Step 3: Fill In Your Crew Details

The manual section of the panel has the following fields:

Event

Tap the Event dropdown and select the event you're working at. This links your crew (and all jobs you create) to that event. If you're not working at a specific event, leave this blank.

To clear a selection, tap the X button at the right of the field.

Callsign

Type your crew's callsign into the Callsign field. This is the identifier used to refer to your resource — for example, MED1 or ALPHA-2. This field is free text, so enter it exactly as your team uses it.

The app uses your callsign to identify your crew on every job. Make sure it's correct before you create your first job of the shift.

Vehicle

Tap the Vehicle dropdown and select the vehicle you're operating. The list shows vehicles registered to your team. If your vehicle isn't listed, ask your team administrator to add it.

To clear the selection, tap the X at the right of the field.

Screenshot: The Edit Crew drawer showing the Event, Callsign, and Vehicle fields filled in, with the Vehicle dropdown open showing a list of team vehicles

Crew Members

The panel shows one Crew Member slot for each person currently on your crew. By default, it includes you.

To add a crew member:

  1. Tap the + button at the bottom right of the crew member list.
  2. A new Crew Member slot appears.
  3. Tap the slot and start typing a name to search — the list filters as you type.
  4. Select the correct person from the list.

To remove a crew member:

Tap the X button to the right of their slot.

You can add as many crew members as you need. There's no limit.

Screenshot: The Edit Crew drawer showing the Crew Member fields, with one member already populated and a second empty slot, plus the + button visible at the bottom right


Step 4: Save Your Crew

Once you've filled in your details, tap Save at the bottom of the panel. The app:

  • Saves your crew to your device
  • Syncs your crew details to the server (if you're online)
  • Closes the panel

Your crew details now appear in the CREW button at the top of the Jobs screen, showing your callsign, vehicle, and any crew members other than yourself.

Screenshot: The Jobs screen header with the CREW button now populated, showing the event name, callsign, vehicle, and crew member names


Updating Your Crew Mid-Shift

You can update your crew at any time by tapping the CREW button again. Make your changes and tap Save.

If you update your crew after creating jobs, the new crew details will apply to future jobs. Jobs you've already created are not affected unless you edit them directly within that job.


Editing Crew Details Within a Job

When you're working on a job, you may need to update the crew information recorded against that specific job — for example, if a crew member joins you on scene, or you need to correct a mistake.

Within the job, find the Crews section. Locate your crew and tap Edit My Crew (this button only appears on the crew row you're a member of).

The same crew drawer opens, with two save options at the bottom:

Button What it does
Save (for this job only) Updates the crew details on this job only. Your global crew setting (shown in the CREW button) is not changed.
Save (and set as current crew) Updates this job AND sets the updated details as your current crew for all future jobs.

Choose the option that matches what you need.

Screenshot: The Crews section within a job, showing the Edit My Crew button on the crew row, and the drawer open below with the two Save buttons visible at the bottom


Adding Another Crew to a Job

On some jobs, multiple resources attend. To add another crew to the job:

  1. Open the job.
  2. Find the Crews section and tap Add Resource.
  3. A panel opens showing two things:
    • Available crew cards — crews that have been set up in the last 13 hours on your team, not yet on this job. Tap a card to add that crew.
    • Individual team members — if a crew member isn't on an existing crew, you can add them as a solo resource. Tap their name to add them as a single-person crew with their initials as the callsign.

Screenshot: The Add Resource panel showing available crew cards at the top and individual team member buttons below

Crew cards only appear here if they've been created within the last 13 hours. If a colleague's crew doesn't appear, ask them to set their crew up in the app first.


Resetting Your Crew

If you need to clear your crew and start again, open the crew panel and tap Clear Crew at the bottom. This resets the crew to just you, with no callsign, vehicle, or event selected.


Tips and Best Practices

  • Set up your crew before your first job. Your crew details are automatically copied into every new job you create — getting this right at the start saves you time on scene.
  • Use your official callsign. Whatever your control room or dispatcher uses is what you should enter, so records match up.
  • Your crew resets after 13 hours. This is by design — it means you always start a new shift fresh. If the app asks you to set your crew at the start of a shift, that's why.
  • If you're working offline, your crew is still saved on your device and will attach correctly to jobs. Everything syncs when you come back online.

Troubleshooting

My crew card doesn't appear in the quick-select list. Crew cards only appear if you're listed as a member of the crew in the event roster, and only for events within two days of today. If you should be on a roster and aren't, ask your team administrator to check the crew assignments in the admin panel.

I can't find my vehicle in the Vehicle dropdown. Vehicles are managed by your team administrator. If yours isn't listed, ask them to add it under team settings.

I can't find a colleague in the Crew Member dropdown. Only users who are members of your team appear in the list. If your colleague isn't showing up, they may not yet have an account on your team. Ask your administrator to add them.

My crew was reset mid-shift. Crew details expire after 13 hours. If your shift spans that window, you'll need to set your crew again. This is a safety measure to prevent stale crew data carrying over between shifts.

The CREW button still shows no details after I saved. Try refreshing the app. If the issue persists, tap Reset App from the navigation menu — this clears all local data and forces a fresh sync. Note that any jobs not yet checked in will be lost, so only do this if necessary.


Related Features

  • Adding a Job — once your crew is set up, tap New Job to log your first job of the shift
  • Setting up a new Event — events are created and managed by your team administrator
  • Vehicles — vehicle lists are managed by your team administrator in team settings