Articles on: Employee Management

Crew Management: Employee Roles and Rates

Decide which teams will be performing the services on site and set their rates in the Personnel section of the dashboard, Employee Roles tab:

If you want to add a new crew, click on the green "Plus" icon and fill in the fields in the pop-up window:

Note: the short version of the crew name will be displayed on the estimate creation page. Make sure that this name is easy for your team to decode.

The crew rate is set hourly. This will be used for the automatic calculation of an estimate.

If you want to edit the existing crew, click on the "Pencil" icon here:

Tip: click on the "Eye" icon to hide/unhide the crew.

Updated on: 20/07/2021