Setup
Web App - Setup - Job Item Templates
Job Item Templates The Job Item Templates section allows for the management of job item templates, which can help speed up job item entry into CrewTracks by pre-filling out repeat information based on certain job item types. Adding a New Job Item ...
Web App - Setup - Job Templates
Job Templates The Job Templates section allows for the management of job templates, which can help speed up job entry into CrewTracks by pre-filling out repeat information based on certain job types. Adding a New Job Template Click the ADD NEW JOB ...
Web App - Setup - Job Status Groups
Job Status Groups The Job Status Groups section allows the customization of different job statuses that can then be associated with specific jobs and job types. Adding a New Job Status Group Click on ADD NEW JOB STATUS GROUP in the top right of the ...
Web App - Setup - Organization Settings
Organization Settings Organization Settings allows the admin team to customize CrewTracks to better suit the needs of the organization. General Organization Settings Custom Crew Lead Title – Field to change the display title of the Crew Lead user ...
Web App - Setup - Efficiency Defaults
Efficiency Defaults Efficiency Defaults allows the efficiency field on Job Items to be filled out with this tool by default. It can match against an item’s code, name, accounting code, description, or unit type. Any matches can be viewed by clicking ...
Web App - Setup - Materials
Materials The Materials screen is for the management of materials in CrewTracks. Materials can be added, inactivated/activated, and material data viewed from here. Adding New Materials Click the ADD NEW MATERIAL button in the top right of the ...
Web App - Setup - Equipment
Equipment The Equipment screen is for the management of equipment in CrewTracks. Equipment can be added, inactivated/activated, and equipment data viewed from here. Adding New Equipment Click the ADD NEW EQUIPMENT button in the top right of the ...
Web App - Setup - Crews
Crews The Crews screen allows for the management of crews in the organization, including creating new crews, adding and removing employees from crews, and general crew management. It also includes a list of employees who are not currently assigned to ...
Web App - Setup - Employees
Employees The Employees screen allows for the management of employees in the organization, including creating new employees, inactivating and reactivating employees, and general employee management. Adding a New Employee Click on the ADD NEW EMPLOYEE ...