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How do I change the assigned crew for a job's entire schedule?

Instructions for Non-Recurring (Construction) Jobs

  1. Click the Edit Visit button on the first (earliest) date you wish to reassign the crew
  2. Click the Edit Sched tab on the left of the Edit Visit screen
  3. Choose the drop-down option to Change this Job's Schedule Starting from this Working Day
  4. Change the Scheduled Crew dropdown to the new crew you want to assign to this job
  5. Double-check the new crew's size.  Note that changes in crew size could result the job's schedule getting increased or decreased!  Adjust the remaining man hours and crew size to accurately schedule the appropriate remaining days for this job
  6. Click the Adjust Schedule button to apply your new crew 

 

 

Instructions for Recurring (Service) Jobs

  1. Click the Edit Visit button on the first (earliest) date you wish to reassign the crew
  2. Click the Edit Sched tab on the left of the Edit Visit screen
  3. Choose the drop-down option to Reassign Crew for All Future Visits
  4. Change the Scheduled Crew dropdown to the new crew you want to assign to this job
  5. Double-check the new crew's size and the new scheduled duration for this visit.  Note that changes in crew size could result the job's visit durations getting increased or decreased!  
  6. Click the Assign Crew button to apply your new crew 

 

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