Once you have added an employee to your booking, you can make configuration adjustments for each individual employee to meet the specific needs of your booking.
This guide covers the following:
Setting a Person as a Team Leader
To assign a person as a team leader on a booking, click on their name. A sidebar will appear, allowing you to make individual adjustments for that person.
Click the TL button, and this will designate the person as the team leader.
Once a person is designated as a team leader, a megaphone symbol will appear next to their name on the booking, indicating their team leader status.
Setting a Person as a First Aider
To assign a person as a first-aider on a booking, click on their name. A sidebar will appear, allowing you to make individual adjustments for that person.
Click the FA button, and this will designate the person as a first-aider.
Once a person is designated as a first-aider, a first aid symbol will appear next to their name. If a person is not qualified to administer first aid, a warning will be displayed.
Setting a Person as a Driver
When a vehicle is assigned to a booking, you can designate a driver by either dragging and dropping the person onto the vehicle or by selecting the person and clicking the Driver button.
If there are two people assigned to a vehicle, the first person will automatically be set as the driver. To designate the second person as the driver, simply click on their name and select "Driver."
Once a person is set as the driver, a small steering wheel icon will appear next to their name. If the person doesn't have the appropriate license to drive the allocated vehicle, a warning will be displayed.
Setting a Person To Go Straight To Site (STS)
If a person is required to start on-site for a booking, you can set this configuration on the booking board.
To designate a person to start on-site, click on their name. A sidebar will appear, allowing you to make individual adjustments for that person.
Click the STS button, and this will set them to go directly to the site.
A location symbol will appear next to the person's name on the booking to indicate that they are set to go straight to the site.
Setting a Person to Non-Billable
If you need to include someone on a booking, such as a trainee or a student, but do not want to charge your client, you can set the person to non-billable. This ensures that the system will not charge the client when generating the invoice.
To make a person non-billable, click on their name. A sidebar will appear, allowing you to make individual adjustments.
Click the Non-billable button, and this will set them as non-billable.
Once a person has been set as non-billable, a crossed-out dollar sign symbol will appear next to their name.