Supervisor — Help Centre Index

This index lists every Help Centre article written for the Supervisor role, in the order a Supervisor would typically use them. Use it as your map for running day-to-day delivery — scheduling, jobs, shifts, timesheets, and the quote and invoice work that supports the field team.

If you are still deciding what Supervisor can and cannot do, start with the Supervisor — Role overview.

Get set up

1. Set up MFA — Turn on multi-factor authentication.

Run the dashboard

2. Review your attention items at login — Daily action list at the start of every shift.

Manage jobs

3. Review job progress and shift status — See where every job is up to.
4. Add internal notes to a job — Capture private context for the team.
5. Share job details with a client — Share schedule and progress via the Client Portal.
6. Create a job — Create a new job manually or from an accepted quote.
7. Complete a job — Finalise a job ready for invoicing.

Schedule the team

8. Open today’s scheduled work — Start the day from the Dashboard schedule stream.
9. View the schedule board — Day / Week / Month / Team / Person views.
10. Assign a worker to a shift — Allocate work to the right person.
11. Add Shift To-Do’s (task instructions for workers) — Visit-specific task lists.
12. Edit a shift — Update date, time, or details.
13. Reassign a shift — Move a shift to a different worker or add another.
14. Delete a scheduled shift — Remove a shift before work starts.
15. Create multi-day or recurring shifts — Longer or repeating bookings.

Do field work yourself

16. Clock in and out — As a Supervisor you can also clock in/out for your own assigned shifts.

Timesheets

17. Review submitted timesheets — Approve hours ready for payroll.
18. Unapprove a timesheet — Reverse an approval to request a correction.

Quotes and invoices

19. Create a quote or invoice — Build and send a quote or an invoice.
20. Record quote acceptance or rejection — Capture a Yes or a No from the client.
21. Mark an invoice as paid — Record payment received.
22. Push an invoice to Xero — Single push or Send all to Xero.

Your account

23. Supervisor — Manage Your Own Profile — Update your name, phone, address, password, and MFA settings.

Related guides

• Supervisor — Role overview
• Business Owner — Help Centre Index (cross-reference)