Product/Team & Equipment

Your crew, perfectly organized.

Employee management, crew assignment with color labels, equipment tracking, role-based access control, and an employee portal — everything you need to manage the people doing the work.

Team Overview
3 crews · 8 employees · 4 pieces of equipment
JR
James Rodriguez
Crew Alpha · Lead Tech
On Site
MT
Maria Torres
Crew Beta · Senior Tech
In Transit
DK
David Kim
Crew Gamma · Technician
Available
Equipment Inventory
Commercial Mower #1Crew Alpha
HVAC Diagnostic KitCrew Beta
Pressure Washer 3500psiCrew Gamma
Work Van #2 (2023)Unassigned
Access Control

Everyone sees exactly what they should.

Role-based access control lets you define exactly what each employee can view and do in JobVivi. Employees see the pages you allow. Owners and admins see everything.

  • Owner and admin — full access to features and settings
  • Employee — only the pages you allow, plus their assigned jobs
  • Mobile app access for everyone in the field
Access Permissions — Roles
Owner
Everything — customers, billing, team, settings, reports
Admin
Full day-to-day access, including location and team views
Employee
Only the pages you switch on — e.g. Jobs and Schedule
Mobile app
Assigned jobs, clock in/out, photos, on-the-way texts
How it works

Set up your team in minutes.

  1. 1

    Create your crews

    Name each crew and assign a color. Colors appear on the calendar so you can spot scheduling conflicts instantly.

  2. 2

    Add employees

    Invite team members by email. Assign each to a crew, make them an admin or employee, and choose which pages they can open.

  3. 3

    Assign equipment

    Add your equipment inventory and assign each piece to a crew. Know where everything is at all times.

  4. 4

    Set portal access

    Enable the employee portal for field crews. They get a mobile-friendly view of their schedule and job details.

What’s included

Every team management tool you need.

01

Crew Management

Create named crews with color labels. Assign employees, set capacity, and track crew assignments on the calendar.

02

Role-Based Access

Owner, admin, and employee roles plus per-page access controls. Decide exactly what each person can see.

03

Employee Portal

Mobile-friendly portal for field technicians. View assigned jobs, instructions, customer notes, and upload photos.

04

Equipment Tracking

Add equipment to your inventory and assign it to crews. Know where every piece of gear is deployed.

05

Employee Profiles

Track each employee's assigned crew, role, contact info, and job history from their profile page.

06

Arrival & Time on Site

The mobile app detects arrival at a job site and records time on site per employee, right on the job record.

07

Job Assignment

Assign jobs to a full crew or individual employees. Override crew assignment for one-off situations.

08

Team Performance

Per-crew job counts and revenue on the dashboard. Know your best-performing team members.

Works with

Team management, connected to every workflow.

Jobs & SchedulingCustomer CRMDashboard AnalyticsRoute OptimizationCommunicationsEstimates

Build the team your business needs.

From solo operator to multi-crew business — JobVivi scales with you.

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