Crew on the Crew Schedule page
On the "Crew Schedule" page, to start building the crew, click on the "Plus" sign.
Once you click on it, choose the date, add crew members, equipment, etc.
You can edit the crew details to meet your requirements at any point of creating a crew schedule.
To edit a crew, click on the Crew Type field that is on top of the crew.
You are presented with a window with 4 sections.
In the 1st section you can edit crew details, change the crew type or the crew leader, edit the crew color, add or remove crew members, equipment or tools.
Note that the role of a leader can be assigned only to a member that has previously been added to the crew and you can see in the "Members" section in the bottom of the window. If the user is not yet part of the crew, add the user from the "Members" section that is the right side and then choose as the crew leader from the "Leader" list.
To add a new crew member, equipment or tool to the crew, click on the required one from the "Members"/"Equipment"/"Tools" section that is in the right side.
To remove a crew member, equipment or tool from the crew, click on the "X" next to the required one.
You can also add new crew members and equipments from "Free Members" and "Free Equipments" in the top right corner by drag-and-dropping them to the crew.
In the 2nd section you can access the "Workorder overview" PDF, where you can download or print it.
Note that you can also access the workorder overview PDF by clicking on the "Print" icon next to the "Crew type" field on top of the crew.
In the 3rd section you can optimize the route for the crew, helping to set the most cost-efficient route when multiple jobs are scheduled.
To learn more about routes, click here.
In the 4th section you can delete the crew by clicking on the "Bin" icon.
Under the "Crew type" field you can add notes for the team:
If you want to add a note that will be available both for the crew team members and office team, add the note in the "Team Note" section.
If you want to add a note that will only be available to the office users and field workers won't see it, add the note in the "Hidden Team Note" section.
If you want to copy the crew to another date, click on the "Copy" icon under the notes section, pick the date from the calendar and click on the "Copy" button.
Note that if the job is going to take more than a day or you need to schedule multiple jobs for the same crew for a certain period of time, the timeline mode is perfect for you. To learn more about it, click here.
Once you click on it, choose the date, add crew members, equipment, etc.
You can edit the crew details to meet your requirements at any point of creating a crew schedule.
To edit a crew, click on the Crew Type field that is on top of the crew.
You are presented with a window with 4 sections.
In the 1st section you can edit crew details, change the crew type or the crew leader, edit the crew color, add or remove crew members, equipment or tools.
Note that the role of a leader can be assigned only to a member that has previously been added to the crew and you can see in the "Members" section in the bottom of the window. If the user is not yet part of the crew, add the user from the "Members" section that is the right side and then choose as the crew leader from the "Leader" list.
To add a new crew member, equipment or tool to the crew, click on the required one from the "Members"/"Equipment"/"Tools" section that is in the right side.
To remove a crew member, equipment or tool from the crew, click on the "X" next to the required one.
You can also add new crew members and equipments from "Free Members" and "Free Equipments" in the top right corner by drag-and-dropping them to the crew.
In the 2nd section you can access the "Workorder overview" PDF, where you can download or print it.
Note that you can also access the workorder overview PDF by clicking on the "Print" icon next to the "Crew type" field on top of the crew.
In the 3rd section you can optimize the route for the crew, helping to set the most cost-efficient route when multiple jobs are scheduled.
To learn more about routes, click here.
In the 4th section you can delete the crew by clicking on the "Bin" icon.
Under the "Crew type" field you can add notes for the team:
If you want to add a note that will be available both for the crew team members and office team, add the note in the "Team Note" section.
If you want to add a note that will only be available to the office users and field workers won't see it, add the note in the "Hidden Team Note" section.
If you want to copy the crew to another date, click on the "Copy" icon under the notes section, pick the date from the calendar and click on the "Copy" button.
Note that if the job is going to take more than a day or you need to schedule multiple jobs for the same crew for a certain period of time, the timeline mode is perfect for you. To learn more about it, click here.
Updated on: 24/01/2023