How do I set up crews and assign jobs to them?
Create crews on the calendar, then assign a job to a crew or to one person.
On the Calendar tab, open the crews window (Create your first crew, or Manage once you have crews) and choose New crew. Give it a name and a lead, tick its members, and choose Save crew. Then assign a job to the crew from the job's panel on the calendar. Only owners, admins and managers can do this.
Create a crew
- Open the Calendar tab. In the Crews box on the left, choose Create your first crew, or Manage if you already have crews.
- Choose New crew.
- Enter a Name, such as Crew 1.
- Set Daily capacity, the number of jobs the crew should take in a day (1 to 50).
- Choose a Lead. Every crew needs a lead, and the lead is always a member.
- Optional: add a Truck label, such as F-250 · #12, and pick a Color.
- Tick the Members you want in the crew.
- Choose Save crew. The crew is listed with its member count and capacity, for example "2 members · cap 8/day".
To change a crew, open the same window, select it, and save again.
Assign a job to a crew
Open the job on the calendar. In its panel, use the Crew menu to choose a crew, or Unassigned to clear it. Lawnly confirms with Crew updated. On a computer you can also drag a job card into a crew's row. The calendar can be edited from a computer, not from a phone.
Assigning a job to a crew assigns it to the crew's lead. The lead sees the job in their Private Jobs. Other crew members do not see it, because crew members only see jobs assigned to them personally.
Assign a job to one person
In Private Jobs, open the job and choose the name under Provider, or Reassign. In the Assign Provider window, pick a team member and choose Assign. Unassign clears it.
Assigning from the calendar's Crew menu changes only that one visit, not the rest of a recurring series.