Depending on the MobileTech setup, you can enter and update work crew activity in MobileTech. For example, a group of people who work together at job or service appointments might be a work crew. A team that installs heating systems or a team that does survey work could also be a crew.
Work crews are set up in TimeTrack, and the activities of the crews then can be tracked in MobileTech.
A technician who will enter time for an appointment must be assigned to the work crew that is completing the work for the appointment.
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, 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 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.
You can select an employee for a work crew only if the employee has the assigned pay code that is being used for the transaction.
- Repeat steps 2 through 4 to assign and save additional work crew activity, as needed.