Set up teams and crews and assign jobs

Set up teams and crews and assign jobs

Audience: Owner
Plan: Pro
Platform: Web
Time to complete: ~15 minutes

Overview

Organize users into teams and crews, then assign crews to jobs for scheduling and mobile route views.

Before you begin

  • Team members are invited (see invite-team-roles).
  • You must be the Owner.

Steps

  1. Open Settings → Teams (or Teams & Crews).
  2. Click New Team / Create team, enter name and description, and Save.
  3. Open the team and click Add member; search users and assign roles (Manager, Member, or your tenant’s role names).
  4. If crews are separate from teams: go to Crews → New Crew, name the crew, link it to a team, and add members.
  5. Go to Jobs, open a job (or create one), and click Assign crew or Edit assignment.
  6. Select the crew and Save.
  7. Confirm the job detail and Calendar show the assigned crew.

Verify it worked

  • The team and crew appear in settings with the correct members.
  • The job detail lists the assigned crew; crew filters on the schedule show the job.

Troubleshooting

  • Problem: User not available to add.
    Solution: Invite them first; pending invites must accept before they appear.

Related articles

  • invite-team-roles
  • schedule-one-time-job

Still need help?

Use Submit a request on the customer portal to open a support ticket, or email [email protected].

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