How to Assign a Crew or Subcontractor

Overview
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To assign a crew or subcontractor, either click on the "+ New -> New Job" or drag a project from the Not Scheduled section in the right bar.

If the user clicks "New Job" a sidebar will open with the option to select a client. Once selected, it will show the list of projects associated with that client.

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After dragging a job from the Not Scheduled list onto the calendar, a panel titled Select a Crew or Specific Employees will open automatically. This allows you to assign the crew, employees, or subcontractor responsible for completing the job.

​Step 1 — Drag the Job to the Calendar
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From the Not Scheduled section on the right side panel, drag the job you want to schedule and drop it onto the desired date on the calendar. The Crew Selection panel will open automatically.
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Step 2 — Select a Crew
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At the top of the panel you will see a list of available crews. Each crew shows the number of workers assigned to that team.
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Click on the desired crew to assign the job to that team. Selecting a crew means the entire team will be responsible for the scheduled job.
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Step 3 — Select Specific Employees (Optional)
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If needed, you may choose to assign specific employees within a crew instead of assigning the entire team. This option allows for more precise scheduling when only certain workers are required for the job.
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Step 4 — Add a New Crew (If Necessary)
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If the required crew does not exist yet, click + Add New Crew. This allows you to create a new crew directly from the scheduling panel. Fill in the following details:

Click Add Crew to save.

Tip: If you are not familiar with how to create a new crew or need additional guidance, refer to the related article under the Team module for more detailed instructions.

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Assigning a Subcontractor
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Below the crew section you will find the Subcontractors section. This is used when the job will be completed by an external contractor or partner company.

To assign a subcontractor:

You can also use the Search bar to quickly find a subcontractor by name. If the subcontractor is not listed, click + Add New Subcontractor to create and assign a new one.
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​Subcontractors section
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​+ Add New Subcontractor option
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​Tip: If you are not familiar with how to add a new subcontractor or need additional guidance, refer to the related article under the Team module for more detailed instructions.
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Finalizing the Assignment
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After selecting the appropriate crew, employee, or subcontractor and clicking Save, the assignment details panel will open. This screen allows you to review and complete the scheduling information for the selected team before saving it to the calendar.

From this panel, you can confirm and update details such as:

This step helps ensure the correct team is assigned and that the work schedule is accurate before the project is added to the calendar.
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You can also see the scheduled assignment displayed directly on the calendar on the right side, which makes it easier to confirm the crew was added to the correct dates.
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