How do I create or edit a crew?
Select CREW SCHEDULE from Menu. Press the "Settings" Gear in the upper right corner of the display. Add a CREW by pressing the Add Crew button and choose the Crew Leader and Crew Members from the available lists of Employees and Contractors. Make sure he "Show in Crew Schedule" option is checked and SAVE.
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How do I create or edit a document?
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How to create an estimate template?
Estimate Templates are handy, so you don't have to keep re-making estimates with similar line items over & over. To create estimate templates, please follow the below steps: Menu > Estimates > select estimate > Items Tab > Edit > Scroll to the bottom ...
How do I create a Time & Material Invoice?
To create a Time & Material Invoice, please go to the Menu and locate Invoices. Click on the + icon to create a New Invoice. Once here, in the Details tab, click on the Add Item to Invoice drop down, and choose Create/ Edit Time & Material Invoice to ...
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 we create a bid package from an Estimate?
To create a Bid Package from an Estimate, go to the Estimate in question, and select the Bidding Tab. Click on the pencil icon on the top right to enter Edit mode and then select Create Bid Package to get started.