Getting started
A quick walk-through for your first time. Pick your side.
- Log in
You'll get an invite email. Tap the link, pick a password, and you're in. After that, log in with your email and password.
Office log in → - Start on the homepage
The boxes across the top show what needs you right now: jobs today, jobs not scheduled, time sheets and crates to approve. Tap any box to jump there.
Below that, the tools are laid out in the order the work happens: Plan, Schedule, On the job, Close out.
Homepage → - Make the estimate and BOL in Airtable
The Estimates tile opens Airtable. Add the client, line items and artwork there, then make the PDF.
For a BOL, tap Jobs & BOLs, open the job and tap New BOL (or use ⋯ → + New BOL on the Dispatch Scheduler). Its number, items, client and consignor fill in from the job.
If the job needs condition reports, add a Condition Report line to the estimate. That's what tells the crew to do them.
- Build any crates
In Crate Builder, tap + New crate, search the job number and tap the artwork. Pick the crate type and check the sizes. The cut list and price fill in as you go.
Tap Save crate, then Approve crate. The price goes onto the job's estimate. To change the price, type a Final price and save again.
Crate Builder → - Schedule the job
In Dispatch Scheduler, drag the job onto a day, then onto a driver. The dispatch sheet fills itself in. Tap a job to open that day's sheet.
Dispatch Scheduler → - Approve time sheets
In Approve Time Sheets, tap a name to open the PDF. Tap Approve, or write a note and tap Send back to driver. The driver gets an email with your note.
Approve Time Sheets → - Add people
In Team, type a name and email (and mobile, if you want to text it) and tap Send invite. New crew who sign up themselves show up here for you to approve.
Team →
Good to know
- The SOLID logo always takes you home. The bar under it shows where you are, and Go to… jumps to any page.
- 5 wrong passwords locks a login for 15 minutes. To unlock someone sooner, clear Locked Until on their row in Airtable.
- Turning someone off in Team logs them out within a minute.
- Sign up (first time only)
Open Time Sheet and tap Sign up. Add your name, a photo, phone, email, emergency contact, and pick a 4-digit PIN. The office approves you, usually the same day.
Sign up → - Log in
Go to the crew log in, pick your name and type your PIN. You'll land on the Crew page with your three tools.
On the iPad, tap Share then Add to Home Screen so it opens like an app.
Crew log in → - Condition reports
Tap Condition Reports and find the job. For each artwork: take photos, circle any damage with your finger, and add notes. When all the art is done, hand the iPad to the client to sign.
If the client asks for reports on a job that didn't have them, tap Add condition reports. The office will bill it.
Condition Reports → - Sign the BOL
Tap Sign BOL, find the job, and have the shipper and Solid each sign. No signal? No problem. It saves on the iPad and sends when you're back online.
Sign BOL → - Fill in your time sheet
Tap My Time Sheet, pick the day, and fill in your start and end times and any materials used. Tap Submit when you're done for the day.
If the office sends it back, you'll get an email saying what to fix. Fix it and submit again.
My Time Sheet →
Good to know
- On a shared iPad, tap Not you? Log out on the Crew page before handing it over.
- 5 wrong PINs locks you out for 15 minutes. Call the office if you need in sooner.
- The SOLID logo always takes you back to the Crew page.