Get your construction company running smoothly and paper-free with Connecteam 🤩

We serve hundreds of construction companies across the globe and learning from that experience, we have created this step-by-step tutorial to get your company set up for PERFECTION. Go check it out!

After reading this article, you should be able to:

  1. Operations Hub: Track your user's hours and & create digital reports/checklists

  2. Communications Hub: Create team chats & publish engaging updates

  3. HR & Skills Hub: Collect documents & set up onboarding materials.

👪 Users & Smart Groups

Smart groups are the best way to arrange your employees by qualification, team, department, or even the locations they work at (for example Team at Client A, Supervisor, Office management, etc.), and sort them into relevant groups.

Custom fields: Start by creating a drop-down custom field for 'Qualification' and add the different qualifications you need (Supervisor, Construction Worker, Heavy Machinery, etc.).

Add users: If you have many users, you can import them in bulk. Simply download the excel template (the 'Qualification' custom field will appear there as a column).

Sort users: Create a smart group for each qualification type. Grouping them now will help you schedule them correctly (and much more) later on.

📆 Operations Hub

Time Clock - Track your employees' hours and location:

With the Time Clock, you can monitor and track your team's working hours while making sure that they are at the right place at the right time.

Only 2 things to know to get started:

1. Jobs:

The first thing you need to do is set up your Jobs. In Connecteam, "Jobs" are an information layer that you track time for and what your employees will be clocking in for. You can define Jobs according to how you operate. Construction companies usually define their jobs as either:

a) The Site/Client name - (Site A, Client B) - This is useful if you have multiple sites or short-term projects and want to better understand the hours spent at each site and how much you should invoice your clients.

b) Title/Role - (Supervisor, Construction Worker, Construction Manager, etc.) - This is useful if you are working on long-term projects or if you would like to keep track of how your recourses (different roles) are spent on the job.

With the new Sub-Jobs, add an additional layer to your time tracking. Click HERE to learn more.

2. Time Clock settings:

The settings of your Time Clock are where you can automate your payroll and enable your Location Tracking.

Timesheets and Payroll:

Calculating your employee’s hours correctly, and preparing for payroll, are some of the most important aspects of running a business. In the Time Clock settings, you can customize the payroll according to your needs. The Payroll period can easily be set to your preferences, whether it is weekly, bi-weekly, or monthly. Managers can adjust all of your employees' timecards and export them to both PDF and Excel.

Turn on Geolocation and apply Geo-Fence: Is it important to know your users’ exact location when they clock in and out? - Turn on Geolocation, and make it required. This way, you will get a Geolocation stamp with your employees’ location of the moment they clock in and out. To make sure that your employees are at the construction site when clocking in, you can apply a Geo-Fence for each job.

Geofencing is an advanced capability that allows you to create a geographic "fence" around a site or an address, and have it associated with a job.

This way you can ensure that your users are where they should be when their shift starts and avoid those "dead" times of users clocking in from home.

Enable Breadcrumbs: To know where your users are during the day, you can enable the Breadcrumbs, and see their daily route on the map in the "Today" tab.

Pro-tip! Use the Job Insights to see how your resources are allocated.

Forms - Create digital reports and checklists for your employees to fill out

Forms are an amazingly customizable feature that is loved by our clients across all industries. You can create as many forms as you want from scratch or use one of our ready-made templates. All submissions can be exported into either excel or PDF and shared with relevant stakeholders!

Below are some form examples that construction companies use:

End of Job report - This is an operations report for your employees or team leaders to submit at the end of each job they finish. This will allow you to uphold the standards and quality of work even when you are not on-site (you can ask for the employees to submit a photo of the job as a part of the submission), and also show it to your client using our PDF export option. Many contractors attach this to their invoice at the end of the job as proof of what was done.

Machine maintenance checklist - A checklist to help managers and their employees ensure that their machines are checked and meet the requirements - for example updating that the oil has been changed or that parts have been ordered and including a description of what has been done. You can even have your employees sign off on the form.

Safety Hazard report - A report that always has to be accessible to your employees on their app in case they encounter a safety hazard in the workplace. They can immediately report a hazard so that their managers who might not be onsite are notified in real-time and can get the submission sent to them automatically.

Job Schedule - Publish your services with ease

The Job Scheduler allows you to effortlessly publish shifts for your employees and provides them with all the info they need right in their mobile app, such as: client location, repair/installation notes, attached files, and more.

Learn more about the Job Scheduler HERE

To learn more about the Operations Hub, please click HERE

☎️ Communications Hub

Chat - Improve your team's communication

Our Chat feature is the best place for your daily communications. It is intuitive and instant! Avoid tons of phone calls and messy texts on different apps.

With the chat, you can communicate with your employees 1-on-1 or create a Team Chat with the help of Smart Groups! Here are examples of useful Team Chats for construction companies:

  • Managers' Team Chat

  • Chats based on Job (Position or site/client)

  • All users chat

  • Department chat

In addition, as a manager, you have full control of all team chats, permissions, and sent messages. This helps you limit the number of calls and messages, and instead reply to your employees when needed.

Updates: Increase your employees' engagement. 🚀

Updates are a great way to make announcements to your team and track their engagement. Think of the Updates Feature as your company's personalized social feed with insights.

Only 2 things to know to get started:

  1. We have pre-made templates! Try to create an update using one of the many templates. This is a great way to get started and you can always customize it to your needs. You can try to create an update with one of the Connecteam Tutorials to let your team know how to use the app!

  2. Track engagement. As a manager, you can track who viewed, liked and, commented on your update. This will make your job much easier to know who saw the update and who you need to reach out to. This could be an update regarding the weather forecast, company news, or a reminder for them to check their hours before payroll.

✏️ HR & Skills Hub

Documents - Track employees' documents in one place

Whether it's a truck license, heavy machinery certificate or a new employee hire form, all the documents relevant to your entire company can be found directly in the Documents tab. Now you can easily oversee all the documents that your employees need to have in order to perform their job.

Only 2 things to know to get started:

  1. How to add a document:

    The first thing you'll want to do is add documents into packs! Use this simple tutorial which will guide you step-by-step.

  2. How do Documents look for users in the mobile app?

    Employees can access and upload their documents in the mobile app. Simply head to the Profile tab, employee documents, and then submit or access the necessary documents.

Courses - Create digital training courses

The course feature allows you to create customized digital courses which your employees can complete straight from their mobile phones. Make sure that all of your employees are aligned with company procedures.

Only 2 things to know to get started:

  1. The options are endless: whether you're looking to create training materials, "read and sign" documents, an employee knowledge base, or simplify the onboarding process, it can all be done with this simple guide.

    Let your team know how to operate heavy machinery or equipment, or have them go through the course of construction site safety.

  2. How to complete a Course: easily show your employees how to complete a course on the mobile app (or desktop) with this simple guide.

We're in this together! 🙏🏻 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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