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Schedule Workflow

From crew setup through scheduling, field execution, and manager review.

Published · 6 min read

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Overview

This guide walks the full scheduling path — from creating crews to closing out field days.

Crews → Ready jobs → Schedule → Crew Portal → Review → Job complete

Open: Schedule

Step 1: Set up crews (prerequisite)

You need at least one crew before scheduling jobs. Dirt Face prompts you with No Crews Set Up if you try to schedule without any.

  1. Go to Business Settings → Manage Team
  2. Open the Crews subtab (?tab=team&subTab=crews)
  3. Create Crew — name, color, members, location (multi-location)
  4. Add team members with Crew Portal access on the Members subtab if installers need field login

See Assign crews and Crews in Business Settings.

Step 2: Prepare jobs for scheduling

Jobs appear in the unscheduled sidebar when:

  • Status is Ready (pre-job checklist complete)
  • Requires Scheduling is on (job detail → Job info)
  • Not already fully scheduled

Complete the pre-job checklist and confirm scope on job detail.

Step 3: Schedule on the calendar

  1. Open Schedule
  2. Use the unscheduled jobs sidebar (right on desktop; floating button on mobile)
  3. Drag a job onto a crew lane and time slot, or click Schedule Crew → Schedule Job
  4. In the scheduling modal, confirm dates, crew per day, and times
  5. Save — job status moves toward Scheduled

Multi-day installs: add multiple days in one modal; each day can use a different crew.

See Schedule jobs and Calendar overview.

Step 4: Crew executes in the field

Assigned events appear in the Crew Portal. Crews log time, photos, daily progress, and material usage.

Office can print a crew job PDF from job detail for paper backup.

Step 5: Review and approve

The Review queue in the sidebar lists:

  • Review Needed — crew marked a day complete
  • Daily Update — in-progress status from the field

Open an item to approve hours, photos, and materials in the manager review modal.

See Review and field updates.

Step 6: Handle delays

  • Blocked days — crew marks access or weather issues; resolve from review queue or jobs list
  • Weather Delay — bulk-push events forward from the Delay toolbar button

See Time off and delays.

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