First week: accepted quote to completion

Turn an accepted quote into project work, schedule the week and finish from the crew phone.

Create the project

Start from the accepted quote so its agreed scope carries forward.

Screenshot: Create the project.
ScapeLogic screen for: Create the project.
  1. Open the accepted quote and choose Start project.
  2. Review project details and resolve missing information.

Schedule a crew

Use the week board to assign a work day and crew.

Screenshot: Schedule a crew.
ScapeLogic screen for: Schedule a crew.
  1. Choose a work day on the week board.
  2. Assign the crew and save the schedule.

Finish from the crew phone

The crew reviews its assigned sheet and records progress.

Screenshot: Finish from the crew phone.
ScapeLogic screen for: Finish from the crew phone.
  1. Open the assigned job on the crew phone.
  2. Record the work and mark it complete after field work.

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