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Adding an employee to a line item

There are several different ways to assign an employee to a line item but the three most commonly used are as follows:

  1. Assign the employee to a line item when you are creating the job

    1. ADD > Quote/Job > Assign

    2. Select the employee from the list

  2. Assign the employee to a line item in a job already created

    1. Go to the job

    2. Click "edit" at the top of the "Line Items" section

    3. An ASSIGN button will appear under each line item

    4. Click this to assign the person you want clocking into this line item

  3. Assign the employee to a line item in the job from the calendar

    1. Go to "Week" view in the calendar

    2. Click the person icon with a + sign

    3. Select an employee from the list

  1. CREATING THE JOB:

2. JOB ALREADY CREATED

3. FROM THE CALENDAR:

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