Crew Management
Crews are pre-defined groups of staff who work together on jobs. Instead of assigning individuals one by one, assign an entire crew with a single action — perfect for deliveries and installations that need multiple people.
When to Use Crews
Scenario |
Why Crews Help |
|---|---|
Heavy equipment delivery |
Driver + offsider work together |
Site installations |
Team sets up together |
Large pickups |
Multiple people to load |
Regular pairings |
Same people always work together |
Creating a Crew
Go to Settings → Staff → Crews
Click "Add Crew"
Enter crew name (e.g., "Truck 1 Team", "Install Crew A")
Select crew members
Optionally assign default vehicle
Save
💡
Tip: Name crews after their vehicle or function — "Crane Truck", "Scaffold Team" — so dispatchers know what capability they represent.
Crew Structure
✓ Required
Crew name
At least 2 members
○ Optional
Crew leader (primary contact)
Default vehicle
Description/notes
Managing Crew Members
Adding Members
Open crew settings
Click "Add Member"
Select staff from dropdown
Save
Removing Members
Open crew settings
Click X next to member name
Confirm
Setting Crew Leader
Open crew settings
Click the star icon next to a member
That person becomes crew leader
The crew leader is the primary point of contact for jobs.
Assigning Crews to Jobs
Open the job
Click "Assign"
Click "Crews" tab in assignment panel
Select the crew
Confirm
All crew members are assigned simultaneously. Each member:
Receives notification
Sees job in their "My Jobs" list
Can update job status
Crew Availability
When selecting crews for assignment, availability shows:
All available — Every crew member can take the job
Partial — Some members have conflicts
Unavailable — Key members can't work
Click to see which members have conflicts.
Substitute Members
When a crew member is unavailable:
Assign the crew as normal
Click "Modify Members" on the job
Remove unavailable member
Add substitute
Save
This changes assignment for this job only — the crew definition stays the same.
Crew Vehicles
Link a default vehicle to a crew:
Open crew settings
Select vehicle from dropdown
Save
When the crew is assigned, the vehicle is automatically allocated.
Viewing Crew Jobs
See what a crew is working on:
Go to Logistics
Filter by crew in the sidebar
View all jobs assigned to that crew
Tips for Crew Management
📝 Keep Crews Stable
Teams work better when they know each other. Avoid constantly shuffling.
💰 Match Skills to Jobs
Create specialised crews for specific job types.
📂 Plan for Absences
Have backup members who can substitute when needed.
🎯 Review Performance
Track completion times by crew. Some teams are faster than others.
ℹ️
Note: A staff member can belong to multiple crews. They'll see all their assigned jobs regardless of which crew they were assigned through.