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--- CLIP 5: Time Tracking & Crew Notes ---
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When you schedule a job and an employee goes to clock into time tracking, it's going to
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show them scheduled for today if they have a job on their calendar.
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So it's important to update the schedule as needed, but it's not required as long as the
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employee has access to that job overall, they can still clock in even if it's not scheduled
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for them that specific day.
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You can turn filters on and off through here on what you're going to be viewing.
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In addition to this scheduling, we're also going to be covering work orders in this video.
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To generate a work order, you're going to go to the estimate, you're going to click
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into the estimate, and then you're going to click on the estimate name, in this case,
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main contract, and you're going to go to the proposal.
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Once you're on this proposal, in the top left corner, you'll see default estimate proposal.
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You can click on this and you can switch it to, say, crew notes.
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What this will do is it's going to hide certain items from your crew, such as the line item
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pricing.
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It will also enable other items, such as the crew notes description instead of the client
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description.
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In addition, if you'd like them to be able to see what materials are estimated for this
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pavers, you can list out all those quantities.
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Through the left side here, you can see all these different toggles.
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You can decide what is visible.
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So if I make the unit cost visible, you'll see that shows up here.
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If I make the total cost visible, that shows up here.
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So you can choose what visibility you want to be able to show to your crew foreman or
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project managers.
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This will show them what was on that job and what materials were estimated for.
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You also do have the option to show labor as well, and for all of these, we have the
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option to do totals only, if you'd like.
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If you have any subcontractors or equipment, you can turn those on as well, and it's going
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to list this out for each of the services.
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Here are the materials on the rock, the labor on the rock.
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So you can see how this could be helpful for your crew to be able to know everything that
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was on that specific job.
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To send this to your crew, you can either download this as a PDF, or you can click send
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document and you can send them this shareable link.
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So that's how that work order is going to work.
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You can set up any customizations here with these toggles, and then you can click this
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save button at the top to save those settings.
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This also isn't going to show any extra stuff like any of the terms or signature, any of
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that, because it's for your crew.
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So that's how that's all set up.
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Please let us know if you have any questions with any of this as far as scheduling jobs
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go or generating this work order.
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You can send us a message at any time.
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Thank you so much, and we look forward to continue working with you.