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Select and assign a work crew to a labor, travel, or expense transaction for an appointment.

1. Choose Appointments. 
2. Select an appointment  and choose Complete.
3. Choose the  Time Time Entry tab, choose the New  icon icon, make any necessary changes, and then choose the Action icon. You can select from these actions:
   • Save – Save the transaction.
   • Delete – Delete the transaction.
   • Work Crew – Select a work crew for the appointment.
   • Cancel – Close the dialog.
   Choose Work Crew, and then select a work crew to the Hamburger menu Image Added. 
4. Choose Work Crew. You can also use the Search field at the top of the window to search for a specific work crew.
5. Choose Work Crew.

6.  Select the members of the work crew to assign to the service call.

    

   You can clear the check marks next to an employee name to exclude the employee from the work crew transaction, and choose Create to assign the selected work crew employees to the transaction. 

   NoteYou can select an employee for a work crew only if the employee has the assigned pay code that is being used for the transaction

   You can choose Select All or mark specific members. You can also select a marked member to clear the checkmark 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.

   
   

7. Repeat steps 2 through 4 to assign and save additional work crew activity, as needed.