Assigning Crews

Assign team members to visits so they know where to be and when.

Assigning to a Visit

1. Open the job or visit
2. Click Assign Crew
3. Select team member(s)
4. Save

Assigned crew members:

• See the visit on their schedule
• Receive notifications
• Can access job details in the mobile app

Click to enlarge

Organize your field workers into teams for easier crew assignment and scheduling

Bulk Assignment

To assign the same person to multiple visits:

1. Go to Schedule → Calendar
2. Select multiple visits (Ctrl/Cmd + click)
3. Click Assign
4. Select the team member

Team Availability

When assigning, you can see:

• Who's available at that time
• Who's already booked
• Who has conflicting visits

TIP

Use the calendar view to see everyone's schedule at a glance.

Notifications

When assigned, team members receive:

• Push notification (if app installed)
• Email notification (based on preferences)

Next Steps

• Visit Completion - How crew members complete visits