Operations Help Guide

Users can personalize their dashboard dashboard view to show the metrics and telemetry most relevant to their operational role.

1. Navigate to the Settings tab in the main sidebar.
2. Scroll down to the Customize Dashboard section.
3. Toggle the switches to show or hide specific widgets (e.g., Open Tasks, Maintenance This Week, Low Stock Alerts).
4. Tap and drag the reorder handle next to a widget to reorder how it appears on your home screen.

Depending on your plan tier and role, the following widgets are available to construct your home screen:

1. Navigate to the Tasks tab in the navigation menu.
2. The Assigned sub-tab will list all open, pending field tasks.
3. Note: Directors and Managers will see all tasks across the company. Workers will only see tasks assigned to their specific designated crews.

When field work is finished, workers must submit form data to track material applications accurately.

1. From the Assigned Tasks list, tap on the target task you want to complete.
2. If the task has an associated form (e.g., Fertilizer Application), fill out the required operational metrics (Amount applied, product used, weather conditions).
3. Add any optional notes or attach field photos if required.
4. Tap Complete Task. The task automatically moves to the Completed history, and a Maintenance Log is instantly generated for the associated field.

1. Navigate to the Tasks tab and select the Completed sub-tab.
2. Use the Search Bar at the top to filter completed logs by category, crew name, or specific notes.
3. Use the Date Filter (defaults to Last 30 Days) to filter results to the relevant timeline window.
4. Use the Sort dropdown to sort tasks chronologically (Newest/Oldest) or alphabetically (A-Z/Z-A).

1. Navigate to the Tasks tab.
2. Tap the floating green + (Add) button.
3. Select the Task Category, target Field location, and the specific Crew you are assigning the work to.
4. Provide an optional due date and tap Assign.

1. Navigate to the Fields tab in the main sidebar.
2. Tap on any field card from the list to view detailed spatial and physical records (Size, turf type, status).
3. Scroll down to the Maintenance History section to review all completed tasks and application logs associated with this specific field.
4. The history sub-list supports searching, alphabetical sorting, and date filters (default: Last 30 Days).

1. Navigate to the Fields tab.
2. Tap the green + (Add) button.
3. Enter the field name, physical dimensions (size), select the unit of measurement, and specify the turf type.
4. Save the field record to add it to the directory.

1. Navigate to the Stock tab.
2. Browse through the inventory directory. Items display current quantities, categories, and low-stock reorder thresholds.
3. Growth/Advanced Plans: Use the Storage Locations dropdown at the top to filter items by specific sheds, warehouses, or fleet trucks.

1. Navigate to the Stock tab.
2. Switch to the Orders sub-tab.
3. Tap + (Add Order) to generate a pending purchase order requisition, link it to a specific supplier, and track its arrival.

1. Navigate to the Team tab.
2. Invite new users by entering their email address and selecting an authorization role (Worker, Manager, or Director).
3. Assign users to specific Crews to group them in task dispatch options.

1. Navigate to the Team tab.
2. Tap the Analytics button (represented by a chart icon) in the sub-header.
3. Review visual summaries showing crew productivity, task completion rates, and total hours worked.
4. Tap the Expand (Chevron) icon on any individual team member to review a detailed, itemized list of their recent completed tasks (including Date, Task Name, Hours, and Field).
5. Use the Date Filter at the top (This Week, This Month, Last 30 Days) to adjust the analytics data window.

1. Tap the Bell Icon in the top right corner of the Dashboard.
2. View alerts for task assignments, low stock warnings, and completed work.
3. Field names in notifications will automatically display their human-readable names.
4. To disable push notifications, navigate to the Settings tab and toggle off Push Notifications.