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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...

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