Creating a Crew Job Against a Sales Record

This Article assumes you have read the Crew Management (Overview) help doc.
  1. From the Sales Record screen, click the Extras button at the top right of the screen.
  2. Then, Click the Crew management option.
  3. This will give you a summary of any jobs current scheduled for this Sales record.
  4. To schedule a new job, enter a Job description, a Start date/Time, and Est Hours. All other fields are optional.

After you have done so, click Save changes then you can come back to edit the entry at any time, or view it in the Hr > Calendar screen.

Additionally, you can create Standalone Jobs via the HR > Calendar screen, then clicking New Job

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