Overview
Crews only see jobs assigned to their crew on the schedule. Office staff must create users, define crews, and dispatch jobs before the portal is useful.
Office checklist:
Team member (Crew role) → Crew group → Ready job → Schedule → Crew Portal
Step 1: Add crew users
- Business Settings → Manage Team → Team members
- Add Team Member
- Assign Crew role (or permissions that include Crew Portal access)
- Send invite; crew member accepts and signs in
Crew portal seats may count against your plan limits. See Team members.
Step 2: Create crews
- Business Settings → Manage Team → Crews (open)
- Create Crew — name, color, members
- Assign each installer to the crew they work with
See Crews and Assign crews.
Warning: Schedule shows No Crews Set Up until at least one crew exists.
Step 3: Prepare jobs
Jobs appear in the crew unscheduled sidebar when:
- Pre-job checklist is complete → status Ready
- Requires Scheduling is enabled on job detail
Convert from an accepted estimate or create a job manually. See Job workflow.
Step 4: Schedule and assign
- Open Schedule
- Drag a ready job onto a crew lane, or use Schedule Crew → Schedule Job
- Confirm date, time, and crew in the scheduling modal
- Save — the event appears on that crew's Crew schedule
Multi-day jobs: add each day in the modal; crews navigate days from the job page.
See Schedule workflow.
Optional: Text customer from the field
Enable Manage Text Messages (Growth+ with SMS subscription). Office can allow SMS on individual schedule events so crews can text the customer from the job page.
What crews cannot do
Crew users cannot:
- Edit or delete schedule events
- Access estimates, billing, or customer lists
- See jobs assigned to other crews
Managers review crew submissions from Review and field updates.