How can I reduce the amount of projets that appear in the list?
Select CREW SCHEDULE from Menu. Press the "Settings" Gear in the upper right corner of the display. Edit the "Projects Shown" option and select only the Project Statuses that you deem ACTIVE and available to schedule.
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Which items can appear on the calendar?
The Calendar is a powerful tool that allows you and your employees to change the views to better focus on the tasks that matter most to you. Using the Display Options dropdown, you can select which types of items will appear within the calendar. ...
How do I show the Expense total amount as a negative amount?
To show an Expense in negative amount, enter the Expense and place a - (negative sign) in front of the amount.
How do I reduce the retainage deduction after having reached a certain contractual milestone for Invoicing?
Create a New Invoice from Invoices. Under Add items to Invoice drop down (middle of page) select Add Retainage (full or partial ) for payment. You will then get a pop up box that will allow you to type in a new retainage amount. Simply type in the ...
How do I print a Punch List?
To print a Punch List, go to the Menu and choose Punch Lists and choose the Punch List you would like to print. Once here, scroll down to the bottom right and choose View PDF from the Actions drop down. Here you will see a print option at the top. If ...
How can I adjust a change order amount?
Change Orders are used for small jobs that were not mentioned in the contract. Adjusting the amount can only be done when the Change Order Status is on Open. Please follow the below steps to change the amount in a Change Order: Menu > Change Orders > ...