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Schedule a crew day

4 steps, in the order you do them.

Follow it on screen.

  1. 1

    Open Add event

    Put the visit on the job's schedule so the office and the field agree.

    Where to find it: Open Add event — the arrow points at the control
    The real screen — the arrow marks the control.
  2. 2

    Link the job

    The day then shows up on that job as well.

    Where to find it: Link the job — the arrow points at the control
    The real screen — the arrow marks the control.
  3. 3

    Assign the crew

    It flags anyone already booked that day.

    Where to find it: Assign the crew — the arrow points at the control
    The real screen — the arrow marks the control.
  4. 4

    Add it to the calendar

    Everyone reading the schedule sees it from then on.

    Where to find it: Add it to the calendar — the arrow points at the control
    The real screen — the arrow marks the control.
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