Assigning team members to jobs

In this article, you'll learn how to put team members on a job, either while you're creating it or later from the job page, and how to take someone off again.

You won't always know who's taking a job the moment you book it. That's fine. You can leave the crew empty and fill it in when you do know.

To open a job:

  1. Find the job on your schedule, in your jobs list or on the client's page.
  2. Click it to open the job page. It opens on the Details tab.

Assigning the crew while you create a job

The New Job form has the crew picker built into its Scheduled section, right under the start and end times.

  1. Fill in the client and job details as usual.
  2. In the Scheduled section, set the start and end times.
  3. Click Assign team members and pick a name from the list.
  4. Repeat for anyone else who's going. Each person shows as a chip under the field.
  5. Save the job.

To take someone off before you save, click the x on their chip.

Picking the crew on a new job

Assigning someone to a job you've already created

  1. Open the job.
  2. On the Details tab, scroll down to the Team section, under the schedule.
  3. Click Assign team members.
  4. Click a name.

That's it. There's no Save button to press for this part; the person goes on the job the moment you click their name. Anyone already on the job drops out of the list, so you can't add the same person twice. When everyone's on, the list says Everyone's already on this job.

Tip: On the phone app it works the same way. Open the job, scroll to Team, tap Assign team members and pick a name.

Taking someone off a job

  1. Open the job and go to the Team section on the Details tab.
  2. Click the x on the person's chip.

They're off the job straight away. On the phone app, tap their name chip to take them off.

Who shows up in the list

The names come from your Team page. To appear in the list, a person has to be active and have Field team member ticked on their settings. Someone who's disabled or isn't on the field team won't be offered.

If the person you want isn't there, click Manage team at the bottom of the dropdown. It takes you to the Team page, where you can add them or switch on Field team member.

Note: Taking someone off the field team, or disabling them, also takes them off every upcoming job they were on. Past jobs keep their crew.

If you're a one-person company

When you're the only active field team member, you don't need to pick yourself every time. The CRM puts you on each new job automatically. As soon as there's a second person on the field team, it stops guessing and leaves the choice to you.

Done jobs are locked

Once a job is marked Done, the Team section is read-only and you can't add or remove anyone. To change the crew, change the job's status to reopen it, make your change, then set it back to Done.

How your crew finds out

Team members who use the phone app get a push notification about their own jobs. They hear when:

  • they're put on a job
  • a job is created with them already on it
  • one of their jobs is moved to a new time
  • one of their jobs is canceled
  • they're taken off a job

Tapping the notification opens that job.

Note: These are push notifications in the phone app. If a team member hasn't installed the app and signed in, they won't get them.

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