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

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