How To Add a Team

To assign a Work Order or Estimate to your workers you will need to assign them to a team. 

To create a team you will need to log in to and go to:

1. Personnel Tab

2. Click on "+" to add a team.

Once you click "+" a new window will open up to add a team name and the members. 

1. Name - Type the team name.

2. Team Members - Select the team members. 

Click "Save" once finished.

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