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

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


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