Setup and Assign Work to Specific Crews

PEP’s Calendar allows you to assign work for specific crews. Then you can sort the calendar in the Pipeline to see what work is assigned to each crew.


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Step 1: Set up the Crew in the Calendar

This happens on the fly (or in the process of scheduling work) and only when scheduling through the job. You don’t get this option when scheduling directly on the calendar.

 

From the Home Page:

  1. Select the Client
  2. Select the Job
  3. Choose SCHEDULE from the menu on the left (under “Job Tracking”)

 

From the Pipeline:

  1. Click VIEW >> PIPELINE from the toolbar
  2. Click the LOOKUP button (magnifying glass icon) next to the client’s name/job 
  3. Select the Job
  4. Choose SCHEDULE from the menu on the left (under “Job Tracking”)

 

To Add a Crew:

  1. Click the GEAR icon
  2. Click ADD CREW
  3. Name the Crew and assign a color
    Work assigned to this crew will be color coded on the calendar to make it easier to identify who is doing what.
  4. Click DONE
  5. Repeat process for additional Crews
  6. Crews will be added to the drop down menu

 

To Assign Work to Specific Crews:

  1. Click SCHEDULE EVENT
  2. Select a date on the calendar
  3. Select the Crew and enter details about the event
  4. Click ADD EVENT

 

Let’s Take a Look at the Calendar:

  1. Click VIEW >> CALENDAR from the toolbar
    Note: You can sort the calendar to see work assigned to specific Crews.
  2. Select SHOW JOBS from the dropdown menu
  3. Click the LOOKUP button (magnifying glass icon) 
  4. Select the Crew from dropdown menu
    Note: Just the work assigned to this Crew will be seen on the calendar.

 

You can also sort the Work Pipeline to see the progress of jobs assigned to specific Crews.

  1. Click VIEW >> PIPELINE from the toolbar
  2. Select the Work Pipeline from dropdown menu
  3. Select the Crew from dropdown menu

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