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Select and assign a work crew to a labor, travel, or expense transaction for an appointment.
- Choose Appointments .
- Select an appointment and choose Complete.
- Choose the Time Entry tab, choose the New icon.
- Under the Work Crew banner, enter the time entry information.
- Select the Work Crew banner to open the Work Crew Lookup.
- In the Work Crew Lookup window, select the work crew or use the Search field at the top of the window to search for a specific work crew. You also have the option to filter and sort by name.
In the Work Crew Employees window, select the members of the work crew to assign to the service call. You can choose Select All or mark specific members. You can also select a marked member to clear the checkbox to exclude them.
Note Only the members who have the Pay Code that you selected on the Appointment Completion window will display in this list. - Choose the Save icon Save icon to create the time entry records for yourself and the selected work crew members.
- The time entry records display on the Time Entry tab for the appointment.