Applying Crew Member Preferences

This will allow a Client to select specific crew they choose to work with vs not

        

1. Click on CRM

2. Click on Clients

3. Click on the Corresponding Client

4. Click on Crew Preference

5. Click on Add Preference

6. Select Crew Member  

          

Type and/or scroll to select the corresponding crew member

7. Toggle to Allow

          

If this is not toggled to allow crew members will not be able to create jobs and clock in and out as they are needed by these designated clients.

8. Click on Add to Save Preference

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If a Crew Member is Unable to Create a Job and Clock In and Out At Will

        

1. Click on Settings

2. Click on Permissions

3. Click on System

4. Toggle Allow Provider To Create Jobs On