Assigning a Crew to a New Visit

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Written by Steven
Updated 1 year ago

To assign a crew to a new visit, you will first go to the "Schedule" tab.

Then click the "New Event" button and select "Visit to Customer."

While filling out the information about the visit, you will see a section for "Employee" where you will select the crew you want to be assigned to the visit.

Finish filling out the information for a visit and click the "Save Visit" button.

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