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Library Guide

Unions, CBAs, Positions, and the rest of your reusable building blocks.
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The Library is one place for the data you'll reuse across every project — unions, contracts, positions, glossary terms, and more. Set it up once and it travels with you.

What is the Library?

  • One place for reusable data. Define unions, contracts, positions, expense presets, glossary terms, and contacts once — use them across every project.
  • Hierarchy: Union Local → CBA(s) → Fringe Items. Each Local can have multiple CBAs, each CBA has its own fringe rates.
  • Library data syncs across all your devices via iCloud and travels with project backups.

Union Locals

  • Create a Union Local — name it (e.g. "IATSE Local 728") and set the Local number. The Local is what H&W qualifying hours roll up to.
  • Quarterly threshold — set the H&W qualifying hours per quarter (most Locals use 300 or 400 hours).
  • Custom quarter start — if your Local uses non-calendar quarters (e.g. fiscal year start in April), set the custom start month.
  • Hours from any project assigned to this Local count toward its quarterly tracker, regardless of which CBA the work was under.

CBAs (Collective Bargaining Agreements)

  • A CBA is a contract under a Local. Each Local can hold multiple CBAs (e.g. "Episodic TV 2024–27", "Theatrical Film 2023–26", "Live Touring 2025").
  • Employer scope — describe what employers this CBA covers. Surfaces in the picker so you can find the right contract quickly.
  • Assign multiple CBAs to a client — touring crews under one client may work multiple contracts simultaneously. The client form has a multi-select picker.
  • Per-project CBA override — if a project is unusual (a one-off film day under a different agreement), assign a different CBA on the project itself.
  • Per-shift override — rare-use, for a single sub-call under another agreement. Set on the shift detail screen.

Fringe Items

  • Per-CBA contributions — Health & Welfare, Pension, Vacation, Annuity, etc. Each one is a fringe item attached to a specific CBA.
  • Two rate types: dollar-per-hour (e.g. $7.50/hr H&W) or percentage of base (e.g. 12% Pension).
  • Frozen at clock-out — the app saves a snapshot of the active fringe items each shift, so editing fringe rates later does NOT silently rewrite past quarters' totals.
  • Changes to a CBA's fringe items prompt a re-snap dialog if you have completed shifts under that CBA. "Going forward only" is the safe default.

Positions

  • Reusable role + rate combos — e.g. "Head Electrician @ $69.08/hr", "Travel Day @ $52/hr", "Stagehand @ $45/hr".
  • Per-shift selection — pick a Position when you clock in. The Position's hourly rate becomes the shift's rate.
  • Switch mid-day — clocking out and clocking back in with a different Position handles role changes within a day (load-in vs. show vs. travel).
  • Tour travel days — create a "Travel Day" Position with a 0.75× or 0.5× rate. Pick it on travel days for automatic rate adjustment.

Presets — Tags & Expenses

  • Tag Presets — common tags ("night", "rain", "hold-over") for fast tagging on shifts and scheduled bookings.
  • Expense Presets — common expense categories with default amounts (e.g. "Parking — $20", "Per-Show Lunch — $25"). Tap to add to a project.
  • Built-in presets — the app ships with common ones; you can hide or customize any of them.

Contacts & Locations

  • Contacts — production managers, client billing contacts, vendor reps. Attach to clients or specific projects.
  • Locations — saved venues, soundstages, recurring loadout addresses. Pick from saved locations when creating a project to skip re-typing.
  • Glossary Terms — define jargon (e.g. "6th day", "turnaround", "per diem") at the client level so terminology stays consistent across your contracts.

Tips

  • Setup once, reuse forever — invest 10 minutes filling in your unions and CBAs and you'll skip those steps on every future project.
  • Search by employer scope — when picking CBAs for a client, the picker shows the scope under each CBA name to help find the right one.
  • Locked CBA assignments — once a shift is clocked-out, its fringe snapshot is frozen. Changing a CBA later prompts you about historical re-snap.
  • iCloud sync — Library entries sync across iPhone, iPad, and Mac automatically (Advanced subscription tier).

For a complete picture: Getting Started covers your first day, and Projects & Clients covers how Library data flows into the work.