How do I add clients?
Select the People Icon at the bottom of the screen. Click on to add a new client. Insert the client’s name and information and click Add Client to save.
How do I edit a client’s contact information and/or address?
Click the CLIENTS tab and open client’s profile. In the menu Click and edit the information you want to change and then click Update to save.
How do I delete a client?
Simply swipe the clients name that you chose to delete and select Delete.
How do I add a project from a client’s contact?
In the menu Click to start a new project.
How do you add a Crew Member?
Select the People Icon at the bottom of the screen. Chose the CREW tab at the top. Click on to add a new crew. Insert the crew’s name and information and click Add Crew to save.
How do I assign a crew member to a project?
Open project’s TASK MANAGER. Click the Pending tab . Click on the tasks you want to assign to your crew member and click Assign . Click on the crew member you want to assign tasks to. Once you have assigned a crew to a task you can contact the crew member from with in the Task Manager and send each crew member his list of tasks assigned.
How do I change the contact information for a crew member?
Click the CREW tab and open client’s profile. In the menu Click and edit the information you want to change and then click Update to save.
How do I add documents to a crew member?
In the menu Click and select the to add a new document.
How do I delete a crew member from the whole project?
Simply swipe the crews name in the Task Manager that you chose to delete and select Delete.
How do I delete a crew member from a specific task, but not the whole project?
After already assigning a crew member to tasks in the TASK MANAGER go to Pending and click on the blue assigned icon beside the task. A pop up should appear with a list of the crew members assigned to the task. Click on the name of the crew member and simply swipe the crews name in the Task Manager that you chose to delete and select Delete.
How do you add a Vendor?
Select the People Icon at the bottom of the screen. Chose the VENDOR tab at the top. Click on to add a new crew. Insert the vendor’s name and information and click Add Vendor to save.
How do I assign a vendor to a project?
Open project’s TASK MANAGER. Click the Pending tab . Click on the tasks you want to assign to your crew member and click Assign . Click on the vendor you want to assign tasks to. Once you have assigned a vendor to a task you can contact the vendor from with in the Task Manager and send each vendor his list of tasks assigned.
How do I change the contact information for a vendor?
Click the VENDORS tab and open client’s profile. In the menu Click and edit the information you want to change and then click Update to save.
How do I add documents to a VENDOR?
In the menu Click and select the to add a new document.
How do I delete a vendor from the whole project?
Simply swipe the vendors name in the Task Manager that you chose to delete and select Delete.
How do I delete a vendor from a specific task, but not the whole project?
After already assigning a vendor to tasks in the TASK MANAGER go to Pending and click on the blue assigned icon beside the task. A pop up should appear with a list of the vendors assigned to the task. Click on the name of the vendor and simply swipe the vendors name in the Task Manager that you chose to delete and select Delete.