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- Choose Appointments.
- Select an appointment and choose Complete.
- Choose the Time Entry tab, choose the New icon, make any necessary changes, and then choose the Menu Hamburger menu icon.
- Choose Work Crew. You can also use the Search field at the top of the window to search for a specific work crew.
- Choose Work Crew.
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 check mark 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. - Repeat steps 2 through 4 to assign and save additional work crew activity, as needed.