A tour of the company Menu

For owners and managers·2 min read·Updated Nov 1, 2026

Everything you set up lives in the Menu. On the phone it is the Menu tab; on the website it runs down the left side. Both have the same rows, in the same order. Here is each one, and what to do there.

1

Step 1: Your company, and the two shortcuts

1. 1The box at the top is your company: tap it for your company profile, its QR code and the checklist to finish it. Set it up.
2. 2Switch to personal opens your own side: your shifts, pay and the companies you work for. How it works.
3. 3Chief of Staff plans and books work when you ask in plain words.

2

Step 2: People

1. 1Employees: your roster. Add people, set each person’s role, pay and hours cap. Invite your team.
2. 2Contractors: companies you partner with, and client requests for your staff.
3. 3Departments: teams like Security or Events, each with a manager. Optional.
4. 4Roles: each person’s job and what they can do in the app. Start with the roles you are given.
5. 5Requirements: the licences and certificates people need, and the uploads waiting for your review.
6. 6Documents: a folder for each person, and documents you ask them for.
7. 7Hire: your job posts and the people who applied.

3

Step 3: Scheduling

1. 1Job sites: where the work is. Add one before your first shift. Build a schedule.
2. 2To-dos: checklists on shifts and job sites, with photo proof. How.
3. 3Equipment: radios, vests and keys, and who has them. Optional.
4. 4Clients: the companies that book your staff. Become a client.
5. 5Requests: time off, pay raises, swaps and join requests waiting for a yes or no.
6. 6Timesheet: the shifts you signed people in and out on, and the timesheet settings.
7. 7Payroll: pay periods, overtime, timesheet approval, the payroll summary and downloads. Set it before your first pay period. Overtime.

4

Step 4: Insights

1. 1Reports and complaints: incident reports from shifts, and complaints from your people.
2. 2Inbox: messages with your crew.
3. 3Announcements: posts, polls and surveys for everyone.

5

Step 5: Settings

1. 1Rules: scheduling, clock-in, overtime and break rules. Look through them before your first week.
2. 2Incident forms: the forms your crew fills in when something happens.
3. 3Inbox settings: who gets Payroll, HR and other messages.
4. 4Alerts & notifications: what you are told about, and how.

6

Step 6: Your plan and App settings

1. 1The plan box shows how many workers you deployed this month and the next bill. Tap it for your plan. Plans and billing.
2. 2App settings: dark mode, your name and password, notifications and calendar sync.