How to create a crew - contractors
How to create a crew for contractors
- In the Admin Settigs - Select the tab Contractors
- Expand Contractors Crew and select the contractor from the list
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- Fill up with a crew name
- Select the crew type from the drop-down menu.
PS: selected value for the crew doesn’t change anything for the user.
- Select the main contact: you can choose the contractor's manager
- Select crew members: you select the technicians that will work on that crew
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- Click Add Crew
- The new crew will appear on the right side - Current Crews