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How to Use Groups

Learn how Groups organize your team’s weekly jobs, budgets, and bonuses inside Protiv.

 

In this video, you’ll learn:

  • What Groups are and how they organize jobs by team
  • Where to find Groups inside ProPays
  • How to filter and review Groups
  • How to check hours, budgets, and progress
  • How bonuses and savings show up in the Group detail view

Key takeaways:

  • Groups roll up smaller jobs and milestones into one place for easy review.
  • Perfect for weekly or biweekly maintenance crews.
  • Managers can instantly see if teams are ahead or behind budget.
  • Bonus projections update automatically based on progress.