Every job has one primary technician who owns the visit, and can have any number of helpers added alongside them. You can assign from a single job, or from the dispatch board when you're planning a whole day.
Assign from a job
Jobs › open a job › Assign crew
- Open a job and choose Assign crew. The dialog explains: "Choose a team member for this visit. Availability and skills are shown below."
- Pick the primary technician from Assign Employee. Assigning someone moves a Pending job to Scheduled automatically.
- Optionally add one or more helpers from the Add a helper… dropdown, then choose Add helper. Helpers don't change who owns the visit — you can remove one any time with the X on their chip.
- Close the dialog. The change is reflected on the job immediately.
How suggestions are ranked
The Team availability list under the picker ranks your active employees by a composite match score built from three things, shown per candidate:
| Factor | What it checks |
|---|---|
| Skill | Whether the employee is assigned to the service this job needs, and whether it's marked as their primary skill. |
| Proximity | Straight-line distance from the job's address to the nearest other job already on that employee's schedule that day, when both have coordinates. |
| Availability | Their schedule for that day of the week (falling back to a default 9–5 workday if none is set) checked against jobs already booked for them, so a scheduling conflict is flagged rather than hidden. |
Each employee in the dropdown shows their availability (Available, Busy or Schedule unknown) and match percentage, so you can compare candidates at a glance instead of opening each one's calendar.
Equipment conflicts
If a job has equipment attached (from Settings, Equipment & Vehicles), the assignment view flags that equipment in red when it's already booked on another job at an overlapping time that same day — the same double-booking check used for people, applied to gear.
Assign a whole day: the dispatch board
The dispatch board shows a per-technician timeline for one day, with jobs positioned and sized by their scheduled time and duration, and gaps or overlaps highlighted. Drag a job card onto a different technician's row to reassign it, or onto a different time slot to reschedule it — a conflict banner ("Resolve overlapping assignments before dispatching") appears if the move creates a clash. Unassigned jobs sit in their own row until you drag them onto someone.