Start in Dashboard
Review who is clocked in, today’s active jobs, recorded hours, and recent activity. Open the source screen when something needs attention.
Guides
Get the first job from the office to the field.
The useful setup is not a perfect directory. It is one real job, one invited field user, one assignment, and one completed time entry or field update.
Owner quick start
Reach first value in about 15 minutes.
- Create the company
Choose Create Your Company, confirm your account, then enter the company name, industry, team size, and timezone. The company starts blank and private.
- Add one real employee
Open People, create the employee record, choose the operational role, and save a real email address. A record without a login can still be scheduled, but cannot sign in.
- Invite the field login
From the employee profile, send an invitation and select Field access. The employee accepts from the emailed link and creates their own password.
- Create the first job packet
Open Jobs → New Packet. Add the customer, packet name, address, scope, dates, and only the files the crew needs.
- Assign and schedule
Open Schedule → Add Assignment. Choose the job, employee, start, and end. The field user now sees the same job information.
- Complete the loop
Have the employee open the job, clock in, add a note/photo/request if needed, and clock out. Confirm the result in Time, Jobs, and Reports.
Office guide
Run the day from one shared job packet.
Keep Jobs authoritative
Update the job address, scope, status, dates, and notes in the packet instead of correcting separate texts or spreadsheets.
Dispatch and Schedule
Use Dispatch for today’s view and Schedule for future assignments. Preview a field board when checking what an employee can see.
Close the feedback loop
Review Requests, site logs, photos, receipts, materials, and time. Update the job packet so the next person sees the decision.
Field guide
See the work, record the work, send the exception.
1. Open today’s job
Use Jobs or Schedule. Check the address, time, scope, notes, contact, materials, and approved files before starting.
2. Clock the shift
Open Time and follow the next available action: Clock In, Lunch Start, Lunch End, or Clock Out. Select the correct job at clock-in.
3. Add evidence
Open the job packet or Documents to add a progress photo, problem photo, receipt, or note to the correct job.
4. Send exceptions
Use Requests for material needs, problems, punch items, change questions, safety issues, or customer questions. Do not bury a blocker in a general note.
Time and approval
From clock-in to a clean export.
- Employee records time
Select the job, clock in, use lunch actions, and clock out. Team can separate production, travel, shop, office, and material-run time.
- Employee submits the week
Check the visible totals first. If something is wrong, tell the office what needs correction before approval.
- Manager reviews exceptions
On Team, open Payroll, choose the date range, review missing punches and unusual entries, and mark the review complete.
- Owner approves and exports
Only the owner gives final approval. Download the CSV and verify totals before importing it elsewhere. CMD records time; it does not calculate taxes or guarantee payroll compliance.
Location
Employee-controlled and shift-scoped.
Live location is a Team feature. The employer must have a lawful workplace policy and must explain the purpose before asking an employee to enable it.
Owner enables Team
Location remains unavailable on Free. Enabling the plan does not itself grant device permission.
Employee reviews consent
The employee signs in on their own device, reads the purpose and retention notice, and chooses whether to allow location.
Collection follows the shift
The client requests location only during an open shift, not during lunch, and stops at clock-out. Device permission can also be revoked in browser or phone settings.
Use it for operations
Authorized office users use the latest position for dispatch context. Do not use CMD location in a way that violates law, an employment agreement, or the published purpose.
Server-side shift validation and automatic retention deletion must pass release acceptance before paid location is activated for a company.
Materials, files, and reports
Keep each record attached to the work it explains.
Material list
Create the list from Materials, attach it to the job, add quantities and notes, then check items as they are loaded or used.
Documents and photos
Upload from Documents or the job packet, choose the correct job and visibility, and use clear names. Individual uploads are limited to 25 MB.
Reports
Choose a date range, review hours and job totals, and compare them with the source records before using an export for a business decision.
Private access
Files use company-scoped private storage and temporary signed access. Use Restricted visibility for content that ordinary company members should not see.
Billing and data
Plan changes do not erase the job history.
Check active logins
An active company membership counts once. Inactive employees and employee records without a login do not count. Deactivate access instead of deleting history.
Request Team
Open Billing in the app or use the Team request on the Pricing page. During paid beta, an owner receives the exact amount, period, renewal, and terms before accepting a charge.
Cancel or downgrade
Cancellation takes effect at period end. Paid actions lock after downgrade; records remain readable/exportable, with 30 days to reduce usage to Free limits.
Export or delete
Contact support from the account email to request a company export or deletion. Identity and owner authority are verified before a destructive account action.
See Pricing, the Billing Policy, and the Privacy Policy.
Troubleshooting
Check the boundary before rebuilding the record.
I cannot see an Office screen.
Confirm the account is attached to the correct employee and active membership. Employee and field-lead roles use the Field view; an owner/admin must grant an Office-capable role or hybrid access.
The crew member cannot see a job.
Confirm the employee login is linked, the job has an assignment or schedule entry for that employee, and the user is in the Field view.
Location is not appearing.
Confirm Team is active, the employee granted device permission and CMD consent, the shift is open, lunch is not active, and the browser has a working secure connection.
A file will not upload.
Check that the file is under 25 MB, uses a supported type, the account has access to the company and job, and the plan still has storage available.
Changes are not visible.
Use Refresh on the relevant screen, verify the selected company, and check connectivity. Do not create a duplicate until you confirm the original did not save.
I still need help.
Email hello@retehost.com from the account email with the company name, screen, time, and what you expected. Do not email passwords or full payment-card data.