Overview
Crews group installers for the schedule calendar and Crew Portal. Assign a crew when scheduling a job so the right people see work in the field.
Where in the app: Business Settings → Manage Team → Crews
Open: Crews
Crew list
| Control | Purpose |
|---|---|
| Search | Find crews by name |
| Location filter | Filter by company profile (multi-location) |
| Create Crew | Add a new crew |
| Help | Quick reference modal |
Crew fields
| Field | Purpose |
|---|---|
| Name | Display name on calendar and reports |
| Members | Team members assigned to this crew |
| Color | Calendar event color |
| Status | Available or Unavailable |
| Location | Company profile (multi-location) |
Actions
- Edit — change name, members, color, status
- Delete — remove crew (confirm existing schedule assignments first)
Scheduling connection
When you drag a job onto the Schedule, assign one of these crews. Crew members with portal access see events for their crew only.
Tip: Create crews under Business Settings → Manage Team → Crews before opening Schedule. See Assign crews.
See Crew Portal.