Assign crew and use suggested times

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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

  1. Open Field work → Assign crew.
  2. Use ‹ and › to pick the day. The header says how many jobs there are and how many are unassigned.
  3. 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”).
  4. On a job box, tap a name to add or remove that person. A greyed tooltip shows why someone is unavailable.
  5. A warning line appears under the job if someone you picked is off.
  6. The change is saved and people are told about it.

Done and cancelled jobs are locked.

Steps: change the time

  1. On the job, tap Change the time.
  2. Set Start and End.
  3. Tick Tell the customer if you want them notified. Assigned employees are told automatically.
  4. Tap Move job.

Steps: get suggestions

  1. On a job with nobody assigned, tap Suggest times.
  2. Choose how many days to look at (3, 7 or 14) and, if needed, how many hours the job needs.
  3. Review each suggestion. The label says Drive measured only when a routing service answered. Otherwise it says Drive: estimate or No drive figure.
  4. 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.

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