Creating and Managing Crews

Best Suited for:

• Dispatchers coordinating technician schedules
• Back Office administrators managing employee organization
• Operations managers grouping technicians for scheduling efficiency

Important Information:

• Crews are used to group employees for quick filtering on the Dispatch Grid and Calendar
• Employees can belong to multiple Crews
• There is no limit to the number of employees in a Crew or the number of Crews an employee can belong to
• Crews must be set to Active to be available for filtering

Strategic Workflow:

• Create Crews based on business needs such as location or specialty
• Assign employees to one or more Crews
• Use Crews to filter technicians on the Dispatch Grid and Calendar
• Update or deactivate Crews as staffing needs change

Accessing Crew Management:

1. Navigate to My Office
2. Select Crew Management

Creating a New Crew:

1. Select + Add New in the upper‑right corner
2. Enter a Crew Name
   • Crews can be based on criteria such as:
     • Location (city or zip code)
     • Role (helper, technician, team lead)
     • Specialty (plumbing, HVAC, roofing, cleaning)
3. Enter a Description (optional)
4. Change the Activation Status from Inactive to Active
5. Assign employees to the Crew:
   • Select employees from the Available list on the left
   • Use the arrows to move them to the Selected list on the right

Employees may be added to multiple Crews.

Saving the Crew:

1. Select Save at the bottom of the page

The Crew is now available for filtering.

Viewing, Editing, or Deleting Crews:

1. From My Office > Crew Management, locate the Crew
2. Use the Actions column to:
   • View
   • Edit
   • Delete

Using Crews on the Dispatch Grid and Calendar:

1. Open the Dispatch Grid or Calendar
2. Select Set Filters
3. Choose the desired Crew
4. Select Apply Filters

Additional Resources:

Dispatch Grid Overview

Calendar Overview