Assign a crew to a job
Put teams and people on a job so their colors show on the calendar. Crew members don't need a login.
- Where
- Jobs, Crew card
- Who can do this
- The account owner, and people with the Assign crew permission
Crew is set for the whole job, and it shows on every visit of that job.
Add your crew first
- Step 1: Go to Settings › Team.
- Step 2: Under People, click Add person for each crew member. A name is all it takes, and a calendar color is picked for them.
- Step 3: To group people into crews, click Add team under Teams. Then pick each person's Team when you add or edit them.
People here don't need a login. To let someone sign in to MakeHay, invite them. See Invite your team.
Assign the crew
- Step 1: Open the job and click Assign crew in the Crew card. The button shows once you have at least one team or person.
- Step 2: Tick the Teams and People working it.
- Step 3: Click Save.
On the calendar, click a visit of a scheduled or in-progress job and use Assign in its quick view to do the same. Once crew is on the job, the button says Change.
Each team or person shows as a colored dot on the job's visits, and the first one colors a stripe down the side. The dots also show on the jobs list and in the unscheduled tray.
Good to know: Adding people and teams in Settings › Team needs the Team & permissions permission.