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Help Center › Jobs, crews & field work › Assign crew and use suggested times
Assign crew and use suggested times
Put people on jobs, see who is available, change a job's time, and let VisionScaper suggest crew and slots.
The Assign crew tab is a board for one day. It shows each person’s availability and each job’s crew.
Where to find it
Field work → Assign crew. You need the right to assign people and reschedule.
Steps: assign people to a job
- Open Field work → Assign crew.
- Use ‹ and › to pick the day. The header says how many jobs there are and how many are unassigned.
- Read the Availability card. Each person shows their hours and job count, or the reason they are off (“Time off” or “Not a work day”).
- On a job box, tap a name to add or remove that person. A greyed tooltip shows why someone is unavailable.
- A warning line appears under the job if someone you picked is off.
- The change is saved and people are told about it.
Done and cancelled jobs are locked.
Steps: change the time
- On the job, tap Change the time.
- Set Start and End.
- Tick Tell the customer if you want them notified. Assigned employees are told automatically.
- Tap Move job.
Steps: get suggestions
- On a job with nobody assigned, tap Suggest times.
- Choose how many days to look at (3, 7 or 14) and, if needed, how many hours the job needs.
- Review each suggestion. The label says Drive measured only when a routing service answered. Otherwise it says Drive: estimate or No drive figure.
- Tap Assign this on the one you want. The code notes say suggestions never write anything on their own.
The board also has a “Jobs with no crew” view that lists open jobs starting in the next 3 days with nobody assigned (how to open it is not verified in code).
Tips
- Suggestions consider working days and hours, days off, time-off blocks, jobs already booked and the drive between stops. Real traffic is not modelled.
- A crew of two or more people needs the same team name with enough active members.
- Turn schedule-change alerts off with Tell employees when their schedule changes in Field work → Settings.
If something goes wrong
- “Someone changed this job.” Reload; the suggestion was based on an old version.
- No suggestions. The job may be missing a length. Type hours in the box.