At the bottom of the screen, you’ll find a dropdown labeled “Crew Notes/Instructions.”
This section provides crew members with key details about the job, including the scope of work, required materials, equipment, and processes for the project.
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These instructions are based on the client-approved estimate and are read-only in this section.
To make changes, update the notes in the Estimate module, even after the project has been approved.
Functionality: Modifying Crew Notes
Although the Crew Notes are displayed as read-only within the Time Tracking Module, they originate from the Estimate Section.
Source of Data: The notes displayed are directly pulled from the associated, client-approved estimate file.
Editing Capability: To update or modify the Crew Notes/Instructions, admin users must navigate to the Estimate Module.
Post-Approval Modification: Even after a project has received client approval, the notes can still be edited within the Estimate Section. Any changes made there will be automatically reflected in the Time Tracking Module.
Note: Admin users can update the internal Crew Notes/Instructions. However, any changes that affect project costs are considered a Change Order and must follow the proper workflow, including client approval.
