Crew Schedule: Managing Crews, Time Blocks, and Workorders on the Mobile App

Learn how to create crews, assign services, and schedule workorders directly from the app.

Updated July 6, 2026

The Crew Schedule is a tool in the app that allows you to organize and manage your crews’ daily work. It lets you create or edit crews, assign team leaders and members, add equipment, and schedule service line items into specific time blocks. From the Crew Schedule, you can track which crews are assigned to which jobs, include notes for both the crew, and make sure all scheduled workorders are properly planned and visible.

There are a few ways to schedule jobs on the mobile app:

One way is to schedule a workorder directly.

The other way is to open the crew schedule directly.
Note: by defult, the Crew Schedule resets to Today on launch.

  1. Select or Create a Crew

    • If the crew is already listed in the schedule, you can move directly to selecting a time block.

    • If you need to create a new crew (or if no crew exists), tap the New Crew button at the top-right corner.

      • Set the crew type.

      • Assign the team leader.

      • Add members (if applicable).

      • Assign equipment and/or tools.

      • Tap Save to confirm.

  1. Assign a job

    • Find your crew on a schedule and tap on a time block to begin scheduling.

    • Set the time on the time slider.

    • Choose a workorder (will be selected automatically if you schedule a workorder)

    • Select the service line items you want to include in the schedule.

    • Tap Save to finalize.


Another way to add a workorder to the crew schedule is directly from the client’s profile:

  1. Open the Client’s Profile.

  2. Tap Projects.

  3. Tap the three dots next to the workorder you want to schedule.

  4. Tap Schedule Workorder.

This will take you to the Crew Schedule page, where you can assign a crew, select a time block, and finalize the details.