CONTENT

Schedule a Field Quote with Crew Assign

Overview

Create a Quote with Crew Assign from the NEW Quote subtab, the Create Asset Quote button, the New Quote button on the Customer Record, or from the mobile application requires ‘Enable Quote Create’, ‘Enable Quote List’, ‘Enable Quote View’, Control Job Task' (for Task Crew Assignment) and, if desired 'Control Job State' (for Crew Time and State) in either ‘Role or User Roles & Rights’ security settings. Quotes created from a QUOTE IMPORT also requires the 'View Import Export' right.

Jobs created for Crew with Crew Notifications active have the ability for:

  • Each Crew Members to receive a read-onlyJob Notification
  • Tasks assigned to individual Crew Members
  • Crew Member control of Time and Job State

Multiple crew members can be added at time of scheduling or added on the mobile when defined in company settings to the Crew Lead's Crew.

Select this link for additional detail on Creating and Dispatching a Quote with Crew Assign

Select this link for additional detail on Crew Management