How do I add and use Tags?
To add a Tag, go to Settings and select Custom. From the list, you can choose Tags and then add new tags.
Tags are a way to organize the data that you are creating. If you are adding a lead, you can add a tag "new home builder" to tag that lead under that category. It could also be for specific niches like "scaffolding or roofing" etc.
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How do I use Tags in Timecards?
Tags in a Time Card are used to tag a time card to items that are not already present in the Cost Code section. If there is a time card started for a Change Order, for example, then a tag called Change Order Work would be beneficial so the employee ...
How do I modify Tags for use in the Directory?
Tags, regardless of where they appear, can be created, edited and deleted by going to Settings > Custom > Tags. By default a tag is created for each module. This is associated with a file when it is uploaded and these cannot be archived or deleted.
Are there templates that I can use for Document Writer?
The Document Writer (will soon) includes stock templates that can be used for a variety of purposes. You can use those as-is or edit them to meet your needs. You can also create your own. If you currently have existing documents that you use, you ...
How do I add a Crew for use with the Crew Schedule or Timecards?
To add a Crew, go to the Menu and select Settings. In here, scroll down and choose Crew Schedule. Scroll down to Crews and then click the Add Crew button and start adding crew members to the new crew.
How do I add equipment so I can use the equipment log?
This Module helps you keep track of all your Equipment, it can keep track of Hours, Oil Change, Maintenance Required. Before you go on to Creating an Equipment Log you need to add the Equipment in Cost Items Database, to add go to: Menu > Cost Items ...