TRANSCRIPTION
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--- CLIP 1: Scheduling Jobs ---
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Alrighty, so in this video, we are going to be covering how to schedule your actual projects,
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your crews, your subcontractors, how to use ZevBit's schedule to manage all of that.
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So first things first, we have a schedule tab inside of each client, inside of each
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project.
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You're going to see any appointments, meetings you have with them.
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We also have a schedule tab on this left side navigation here.
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If we click on schedule, this is going to show us the company-wide schedule.
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It's going to show us our entire schedule across all of our jobs.
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So a couple of things to know here is you have some filters on the right side.
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This will fill out more once we start adding some more stuff here.
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And we also have not scheduled.
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So these are projects that have been signed or approved, but are not yet scheduled.
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So you can go and drag these into the calendar.
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And yeah, you have a couple of different ways of scheduling.
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Let's say we wanted to go schedule a new job for May.
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We can drag and drop the amount of days that we think that job is going to take us.
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Let's say this is a week and a half.
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And then you can hit new job.
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Here it's going to have you select the client, the project, and the crew or subcontractor.
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I've already set up a crew here in the team.
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If you haven't yet, you can click add crew, and you can set up your crew here.
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If this is empty like this, and when you're trying to set up your crew foreman, just go
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ahead and add him here as a new employee.
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So that's how you're going to set up your crew.
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I'm going to select this crew.
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As you can see, there are four employees on this crew.
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So those would show your employees there.
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And now this crew has been selected.
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For each crew, they have a default start and end time and a default days of the week
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that they work.
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When you're adding a new crew, you can set those settings, their default working hours
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and their default days of the week.
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You can also edit this from the team section.
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If we open a new tab and go into the team, you can see your crews here.
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You can always click on the three dots and edit that.
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If you need to make any changes.
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Based on these default days per week and these default hours, that's going to be what shows
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up here by default.
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You can click on this time.
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It'll show you each time per day.
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It's going to skip Saturday and Sunday by default.
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You can click this plus to add them if you need.
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And you can click on any of these times if you need to adjust the times.
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So that's how that works.
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If you need to go back, just hit back here and you'll go back to this page.
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You can also add a description and you can click show advanced options if you want to
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be able to select line items as far as what work that you're scheduling.
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Maybe we're just scheduling the pavers, but we're not doing the other work yet or whatever
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the case might be.
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We also have the overall name.
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So you can see these will have tags just to make sure that it stays updated, but you can
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click on this and delete or edit this manually if you need.
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And we also have an option if you need to put in a different address than this project
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address, you can do that as well.
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Finally we're going to show you the estimated versus scheduled hours so you can get an idea
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of if you're scheduling for more or less time than what you had in the estimate.
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When you're happy with this, you just hit save and here you'll get an option to send
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out an email to the crew if you'd like and you also have an option to send out an email
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to the client.
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So it's up to you if you want to send out these emails, you can make any edits here
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that you'd like.
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So now this job has been scheduled and we're going to see that also in the company-wide
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schedule here.
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We're also going to see that when we go into estimates, we go into this client, we're also
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going to see that here in the schedule for May for this client.