Crews

Group your field team into crews for scheduling jobs and managing production assignments.

Crews help you organize your field team for production scheduling. Use them to group team members, assign a lead, choose a calendar color, and assign jobs on the Production Calendar.

Important: this feature requires the paid Operations add-on.

How crews work

Crews are used in the Production Calendar to organize job assignments. Each crew has a name, a lead, and a calendar color. Once a crew is created, you can assign it to jobs and manage scheduling by crew.

Crews support:

• Crew names for clear production assignments
• Crew leads chosen from active Team or Sales users
• Calendar colors for faster schedule visibility
• Job assignment in the Production Calendar
• Crew-based scheduling for current and upcoming work

Recommended first reads

• Create a Crew — Set up a crew with a name, lead, and calendar color
• Schedule a Job — Assign crews when scheduling production work
• Deleting a Crew — Remove a crew after clearing any active assignments

In This Section

• Create a Crew — Create a crew with a name, lead, and calendar color
• Deleting a Crew — Remove a crew after reassigning or canceling its active jobs

What to know

• A crew lead can be any active Team or Sales user.
• Crew colors appear on the Production Calendar to help you spot assignments quickly.
• You cannot delete a crew with current or upcoming jobs still assigned.