From inside a job event, you can add employees, equipment, and tasks directly to the event note. This gives the crew clear job details before they head to the site.
Add Employees
Use Add Employees to list the crew on the job. This lets everyone see who they are working with and helps cut down on phone calls and confusion in the morning.
Add Equipment
Use Add Equipment to include the machines or tools going to the job. Crews can see what equipment is assigned and make sure nothing is missed.
Add Tasks
You can also add the tasks scheduled to the event. This shows the crew exactly what work is planned for that day.
Send or Save
Once the note is ready, you can save it or send it as a text right away. All job details are sent in one message so the crew knows where they are going, who is with them, and what needs to get done.