Articles on: Estimates

Adding Default Crew to Services

Default crews help to automate estimation: when a crew is added to a service by default, the service’s crew gets automatically picked during estimation.

For instance, if you pick Arborist Climber (CL0) and Bucket Truck Operator (BM1) for Pruning in “Estimates Services” module as default, they will always automatically be added in “Create an Estimate” as the default crew for “Pruning” service.

To add a crew to an existing service, from the "Services" section of the “Estimates” module click on the "Pencil" icon next to the required service and in the “Crew” field choose the crew(s) you need to carry out the service.

To remove a chosen crew, click on the "X" next to the crew.

Crew(s) can be added to services while creating them in a similar way.

If a service contains a default crew, when creating/editing an estimate and choosing the service, the default crew will be automatically added to the “Select Crew” section in the service’s “Calculator”.

On the estimation page you can still manually edit the default crew.

If a bundle contains a service that has a default crew, the default crew will also be automatically added to the “Select Crew” in the service’s “Calculator”.

Updated on: 13/01/2023