In order to set up a crew in your database, you will need to navigate to the Settings menu, over to the Lists column, and then down to the Crew page. There, you should be able to double click on a crew that you would like to edit, or, if you would like to add a new service, click on the + Add New button in the upper left hand corner.
Name - This is the name of the inventory item as you would like to track it in your database. Note: this is a required field.
Work Scheduler Colors
Background Color - This is the color that will display on the background of the visit on the scheduler.
Text - This is the color that will display as the text font color of the visit on the scheduler.
Job Costing Information
Assigned Employees - This allows for employees that are always or almost always going to be used on a crew to be defaulted in to that crew so that the estimator does not have to add them individually.
Assigned Equipment - This allows for equipment items that are always or almost always going to be used by a crew to be defaulted in to that crew so that the estimator does not have to add them individually.
Set Crew Goals
Goal Hours Per - The hourly total goals for the crew for Day, Week and Month.
Goal Total Per - The monetary total goals for the crew for Day, Week and Month.
Note: these are for internal use only, and will not display anywhere but this page.
Google Calendar Integration
If you have connected a Google account to your Cloud system in the 'Integrations' area of the settings menu, you may associate this crew with a Calendar on that Google account. Doing so will cause all work scheduled to the crew in Arborgold to be reflected on the chosen Google calendar automatically. Note: You can see how to set up the integration here.