Help Center›Schedule & Dispatch
How do I schedule work and assign crew?
For office teams · Updated July 7, 2026
Use this when office staff need to put work on the schedule and assign a crew.
Steps
- Open Schedule from the sidebar.
- Select Create Event to open the event wizard.
- Choose the customer and project, then pick the work type, title, date, start time, and end time.
- Confirm the location. Inherit the project site or temporary routing address, or enter a one-off override just for this event.
- Assign team members. You can select several people at once, and you can mark one or more of them as Crew Lead.
- Assign a vehicle if the work needs one, and add tags if they help dispatch.
- Review any warnings, then save.
Conflicts before you save
If someone is double-booked or scheduled during approved time off, a Scheduling Conflicts Detected dialog appears before the event is created. You can Save Anyway, move the person off the other event, or cancel and adjust.
Best practice
Use clear event titles, because the title is what schedule cards show first. Update the existing event instead of creating a duplicate, since time and assignment changes notify the assigned crew.