Assigning People to Crews

People
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People directory
The People directory shows all users in your organization

Crews help organize your workforce into teams for scheduling and dispatch.

What Are Crews?

Crews are groups of people who typically work together:

  • Maintenance teams assigned to specific equipment
  • Field crews working on projects
  • Shift-based groups

Assigning to a Crew

  1. Go to Directory > People
  2. Click on a person's name
  3. Select the Crew field
  4. Choose an existing crew or create a new one
  5. Click Save

Benefits of Crews

  • Dispatch - Send entire crews to projects
  • Scheduling - View crew availability together
  • Communication - Message all crew members at once

Tips

  • Name crews by function (e.g., "Excavation Team A")
  • Assign a crew leader for accountability
  • Review assignments as projects change