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TroubleshootingCrew Login#1

Crew can’t see their jobs

Six checks, in order: signed in as the right person, assigned to the crew or job, looking at the right day, offline snapshot out of date, trial expired, or account deactivated.

ReportsReports#2

Employee Scorecards

Per-employee KPIs for jobs, hours, closeout quality, and training, with jumps into Timesheets and Training for that person.

Jobs & SchedulingCrews#3

Create and manage crews

Group employees into working crews so dispatch, routes, and field assignments stay organized.

Jobs & SchedulingJobs#4

Create a job

Book a one-off job from Schedule → New work: customer, location, time and arrival window, crew or Needs Crew, services, and what the customer is told.

ReportsReports#5

Reports: what each one answers

The Reports hub groups 21 reports into Money, Sales, Jobs & Crews, and Customers. This page says what question each answers and links to its article.

Jobs & SchedulingJobs#6

Manage a job from the job page

Every panel on the job page explained: crew and invoice readiness, execution trail, billing, change orders, labor, expenses, profitability, reschedule and cancel.

Dashboard & NavigationNavigation#7

Roles and permissions in Zentive

Who can see and do what: owners, co-owners, crew members, foremen, and customers, plus the financial visibility controls.

Settings & Company SetupSettings#8

Control what employees see about money

Settings → Financial Permissions decides, per employee, whether prices, totals, and billing show in the crew app. New employees start with pricing hidden.

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