Assigning Staff to Jobs
Assigning staff to jobs connects people to work — deliveries, pickups, and service calls. Good assignment considers availability, location, skills, and workload to keep operations running smoothly.
Assignment Methods
Method |
Best For |
|---|---|
Drag and Drop |
Quick assignment from dispatch board |
Job Details Panel |
When you need to see full job info first |
From Rental |
Assigning while creating/editing rental |
Bulk Assignment |
Multiple jobs to same person |
Drag and Drop Assignment
Open Logistics dispatch board
Find the job in the queue
Click and drag the job card
Drop onto a staff member's column
Position at the right time slot
The job immediately moves from queue to assigned.
💡
Tip: Drag-and-drop is fastest when assigning multiple jobs. Keep the dispatch board open and work through the queue.
Assigning via Job Details
Click the job to open details panel
Click "Assign" button
Select staff member from dropdown
Optionally set time if different from scheduled
Click "Confirm"
Checking Availability
When assigning, CloudRent Pro shows staff availability:
Green — Available, no conflicts
Yellow — Working but has other jobs
Red — Not rostered or unavailable
Grey — On leave or inactive
Hover over a staff member to see their current jobs.
Viewing Workload
The dispatch board shows job counts for each person:
0-2 jobs — Light (can take more)
3-5 jobs — Normal load
6+ jobs — Heavy (consider redistributing)
Balance assignments across the team.
Assigning Multiple Staff
Some jobs need a crew:
Open job details
Click "Assign"
Select multiple staff (Ctrl/Cmd + click)
Or choose a crew from the dropdown
Confirm
All assigned staff receive notifications and see the job.
Assignment Notifications
When you assign a job:
Push notification sent to staff's device
Job appears in their "My Jobs" list
Email sent (if enabled in their preferences)
If accept/decline is enabled, staff must acknowledge the assignment.
Reassigning Jobs
To change who's assigned:
Open the job
Click "Reassign"
Select new staff member
Add reason (optional but helpful)
Confirm
Both the original and new assignee are notified.
Unassigning
To remove an assignment:
Open the job
Click "Unassign"
Confirm
The job returns to the queue. The staff member is notified of removal.
Smart Assignment Considerations
Geographic Grouping
Assign nearby jobs to the same driver. Check the map view to see job locations.
Equipment Requirements
Match job requirements to vehicle capacity. Large deliveries need trucks.
Skill Requirements
Service jobs may need specific technician skills. Check qualifications before assigning.
Licence Requirements
Some equipment requires licenced operators. The system warns if assigned staff lack required licences.
Tips for Assignment
📝 Plan Routes
Use the map view to assign geographically sensible routes.
💰 Communicate Urgency
If a job is truly urgent, call or message the staff member directly.
📂 Leave Buffer Time
Don't schedule jobs back-to-back. Traffic and delays happen.
🎯 Review at Day End
Check tomorrow's assignments before leaving. Fix issues before they become emergencies.
⚠️
Warning: Assigning jobs to staff who aren't rostered to work creates confusion. Always check the roster before assigning.