How to Set/Change the Default/Planned Team Size?

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Scheduling -

The planned/default team size is managed from within each Scope of Work.

Each Scope of Work has its own planned/default team size. To change a Scope of Works Default Team Size follow the below steps.

  • Choose Company > Quoting & Scopes

  • Go to the Scopes of Work section on the Left-Hand Menu

  • Each Scope has a column that states the Planned Team Size (the number of people icons is the number of planned technicians per job within this scope)

  • Click into a Scope and choose the Technician Settings tab on the Top Menu

  • Choose a Planned Team Size and click Save