Crews

How to set up crews, assign employees to a crew, assign crews to jobs and more.

Creating a Crew

Here’s a video on adding a crew. You can also scroll down and also read an article about adding a...
Editing a Crew

To make changes to a crew, go to the “Resources” tab and click “Crews“ Find the crew you are wanting...
Assigning a Crew to a New Visit

To assign a crew to a new visit, you will first go to the “Schedule” tab. Then click...
Assigning a Default Crew to a Property

When creating or editing a property you can assign a default crew to that property. (To learn how to create...
Assigning/Changing a Crew for an Existing Visit

To assign or change a crew for an already scheduled visit, click on the “Schedule” Tab and change the...
Filtering Schedule by Crews

If you want to see the schedule for a specific crew, you can filter the calendar. To do this,...
Filtering Invoices by Crew

To see invoices for visits done by a certain crew, you will go to the “Finances” tab and click...