When editing a booking, the left hand menu organizesinformation under the following headings:

 The services you will charge the client for (i.e. Audio Technician, On-Site Technician, Stage Hand etc)

Allows for recording of the actual days and hours an assigned technician worked.  Usually completed after the job has finished and may differ from the estimated hours under the assignments section. 

Hold notes/reminders to be communicated to the crew for the job, possibly even crew feedback to be used for the next job

i.e.Dress Code, General Location, Crew Chief - Customizable via Crew Structure Parameter #5 Terminology Options. 

Add Crew Assignments

Use the menu to add, edit and delete crew entries

Job Section

Fig 1.1

See Fig 1.1 above:

1. Assign a designation - this is the Labor Product previously set up in inventory
2. Use the drop down to menu to select a Crew Task (optional)
3. Dates and times will be auto filled from Crew Task assignment OR manually enter them here
4. Quantity is always 1 if you plan to assign a technician to the job. Otherwise enter a higher quantity as needed.
5. Enter a job description or copy designation/task details to this field (optional)

Our Cost Section

Fig 1.2

i.e. what you are paying the assigned technician, Fig 1.2 above

1. Approved technicians will display via the drop down to the right of the Technician field for selection. 
   • Technician entry is required if the product code entered in Fig1.1 is set to 'technician required' under the general tab of Product Setup.  Otherwise this field can be left blank and re-visited at a later date if needed.
   • Note that if the Qty of the crew entry is 2 or more, the qty will be grayed out and you will not be able to assign a specific technician. 
2. Use the icons to view the tech calendar and tech properties showing technician availability, skills, pay etc
3. Shows if the technician is available for this job based on their other assignments
4. Our Cost is what you’re paying the technician. 
   1. If the technician is unassigned, the rate will come from the ‘Rate for Unassigned Lines’ in the Labor Product Rate Properties. 
   2. If you select a technician, the rate will come from the internal rate entered in the contracting tab in the technician record.  Note the rate must be approved in the technician record, otherwise it will show as zero.
5. Can be used in conjunction with RentalPoint Technician Web Calendar to allow technicians to accept/decline job offers.
   • Default Job Offered Status:
     • Agency or Internal Technician = 'Approved'. 
     • Freelancer  = 'Offered'
6. Conflict will be checked if the technician has a schedule conflict, use  from 2 above to view the technician schedule
7. Used in conjunction with Crew Parameter #18 Technician Confirmation Levels 
8. Use this checkbox to notify the technician to meet at venue

Client Charge 

Client Charge is what you’re charging the client for the services you provide. This rate comes from the rates in the designation properties. If there’s been a recent change to the designation rates, click  to refresh the assignment with the new rates. 

To override the client rate you’ll have to select Yes from the O/R Rate drop down and manually enter the rate (operator privileges apply)

Fig 1.3

If the technician has special rates for this designation, you may load their approved rate by overriding the designation rate, 

then click 

Hourly Rate Structure

Rate structures are available per Crew Parameter #1 setting, choose from the available rates, then complete unpaid hours as needed which will reduce the client charge

Fig 1.4

Options

Use the heading drop down to print a crew assignment under a particular heading on output documentation

Or  to print crew after all inventory.  Set per Crew Parameter #15

Fig 1.5

Favorites

Frequently used Crew lists can be saved for on-going use. 

Select the line items to save

Then Save to Favorite List

When loading a list from favorites, first ensure your schedule dates and times are set correctly. These settings are used to populate the designation entries.

Note the time settings for each task