Unions

Unions

Set Up a Union

Set up Unions by going to More → List Management → Users → Unions.

Click ‘Add’ to create a new union.

Click the Ellipsis → Modify to edit an existing union.

Fill out the Union information.

Create a union boundary on the map by searching a city then drag points if necessary to crate the boundary for that union.

Set the Union on a Quote

On a Quote go to the Additional Info tab then select the 'Union' or ‘Per Task'.

Selecting a Union will make the entire quote fall under that union. 

If when assigning a Union you selected '<Per Task>' on the quote union drop down, you will need to assign a Union for each task (if applicable).

When assigning that task to a quote under its Task tab go to the very bottom to select a Union

Set the Union on a Job on Portal

On the Job under the Add’l Info tab set if it is a ‘Union’ Job or if it’s a ‘Per Task’ job where some tasks are Unionized and/or under separate unions.

Selecting a Union will make the entire job fall under that Union.

If when assigning a Union you selected 'Per Task' on the job, you will need to assign a Union for each task (if applicable).

When assigning that task to a job, under its Task tab go to the very bottom to select a Union

Assign a User to a Union on Portal

To assign a User to a Union go to More → Users

Find your user and then double click on them or click the Ellipsis → Modify

Go to the Add’l Info tab and select the Union from the dropdown.

Assigning a Union to a User will override any Union set on the job and use the Users Union for all tasks.