teamsly

Create jobs, assign workers, schedule crews, and track hours by project, client, task, or job code.

Jobs & Job Codes

What the Jobs module is, how to enable it, and how jobs work with your schedule in Teamsly

Jobs Overview & Enabling the Jobs Module

How to create and edit jobs on web and mobile in Teamsly, including all job fields and options

Creating and Editing a Job

How to add job notes and instructions in Teamsly and how they sync automatically to every worker's shift

Adding Notes and Instructions to a Job

How to add, assign, and manage workers and roles on a job in Teamsly, including open shift slots

Adding Workers to a Job

Creating and Managing Jobs

How job shifts appear across the Jobs tab, Employee tab, and schedule views in Teamsly

How Jobs Appear in the Schedule

How managers can create, edit, delete, and view jobs from the Teamsly mobile app

Managing Jobs From the Mobile App

What employees see when they open a job shift in the Teamsly mobile app — address, notes, crew, and more

How Employees View Job Details

How publishing works for job schedules and what employees receive when job shifts are published in Teamsly

Publishing a Job Schedule

How to set up a geo-fence on a job in Teamsly to restrict where employees can clock in

Setting Up a Geo-Fence for a Job

Job Scheduling and Dispatch

An overview of Job Codes in Teamsly — what they are, how they work, and what you can track with them

Job Codes Overview

How to enable the Job Codes module in Teamsly Settings and what changes once it's turned on

Enabling the Job Codes Module

How to add, edit, deactivate, and reactivate job codes in Teamsly Settings

Creating and Managing Job Codes

How to require employees to select a job code before clocking in, and how to apply the requirement to specific roles

Requiring a Job Code When Clocking In

How employees start and end job codes during a shift on the web time clock, shared kiosk, and mobile app

Starting and Ending Jobs While on the Clock

How to assign a job code to a shift when scheduling so it auto-populates at clock-in

Assigning a Job Code to a Shift

How job codes appear on employee timesheets and timecards in Teamsly, and how to add, edit, or remove them

Job Codes on Timesheets

How to view and export job code hours and labor costs using the Job Codes tab in Timesheets and the Job Codes Summary report

Reporting and Exporting Hours by Job Code

Job Codes

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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