Step 1
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Send Job to Crew
Pick a crew. If they deny, come back and pick the next one.
Tip: most crews just need the Order doc to decide. Consider holding this one until they accept the job.
Subject line
Email body
Step 2
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Confirm Date with Crew
Send once the crew has accepted and told you what day works. This is a good time to attach the measurements/photos PDF too, if you held it back at the offer stage.
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Email body
Step 3
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Tell Job Provider
Let the person who supplies your jobs know which crew has it and when.
Subject line
Email / Call script
Setup
Your Crews
Save each crew once. They'll show up in the dropdowns on the other tabs.
Add a Crew
Job Provider Contact
Gmail Account (optional)
Only fill this in if you're logged into more than one Gmail account on this phone/browser. It's the account's position in your account switcher — the first account is 0, second is 1, and so on.