Enter Work Crew Activity

Depending upon your MobileTech settings, you may see options that enable you to enter labor, expense, and/or travel transactions for other employees called a “work crew”. We consider a work crew to be a team of two or more field resources who are working at the same location, typically on the same days of the week, performing similar or related tasks. That ‘crew’ typically has a team leader and that team leader is responsible for entering the labor, expense, and travel activity for the crew members.

• Work crews must first be set up in TimeTrack and then activity for each member of the crew can be logged via MobileTech.

• The team leader who will be entering activities for the crew must also be a member of that crew in TimeTrack.

Select and assign a work crew to a labor, travel, or expense transaction for an appointment.

1. Select Appointments. 

2. Select an appointment  and select Complete.

3. Select the Time Entry tab, select the New icon. 

4. Under the Work Crew banner, enter the time entry information.

5. Select the Work Crew banner to open the Work Crew Lookup.

6. In the Work Crew Lookup window, select the work crew or use the Search field at the top of the window to search for a specific work crew. You also have the option to filter and sort by name.

7. In the Work Crew Employees window, select the members of the work crew to assign to the service call. You can select Select All or mark specific members. You can also select a marked member to clear the checkbox to exclude them. Only the members who have the Pay Code that you selected on the Appointment Completion window will display in this list.

8. Select the Save icon to create the time entry records for yourself and the selected work crew members.

9. The time entry records display on the Time Entry tab for the appointment.