| Sign in | Sign-in page | Click "Sign in with Google" → pick your @precisionsiteservices.com account |
| Check who is clocked in right now | People → Active Sign-Ins | The list shows everyone currently on the clock |
| Correct a worker's hours | People → Time Corrections | Find the record → click the row → fill in the fix → add a note → Save Time Change |
| Approve a time correction | People → Time Corrections | Find the pending row → expand it → review before/after → click Approve or Reject |
| Run the Labor Report | Hours → Labor Report | Set the date range → pick Company or Crew filter → Export (top right) |
| Run the Weekly Report | Hours → Weekly Report | Set the week → review crew packets → send or download |
| Create invoices (batch) | Invoices | Pick the billing period → review preview table → click Generate |
| View a single invoice | Invoices | Find the row → click to open the detail → download PDF if needed |
| Check CIP status | Reports → Contractor Insurance | Set date range → look for Amber or Red rows → click row to see details |
| Check Certified Payroll | Reports → Certified Payroll | Set job and date range → export CSV or PDF |
| Add a user account | Settings → User Access | Click Add User → fill in name, email, role → set Access State to Active → Create User |
| Deactivate a user | Settings → User Access | Find user → click pencil icon → change Access State to Inactive → Save |
| Manage automation rules | Settings → Automations | Click a rule to edit or view run history → use Run Now to trigger manually |
| View the activity log | Settings → Activity Log | Filter by module, date, or user |
| Check field workers | People → Field Workers | Search by name → click a worker to see their detail, rates, and time records |
| Check jobs | People → Jobs | Search by job number or name → click a job to see detail, CIP status, and linked records |