Assign a crew or employee to a booking

Assignments connect the booking to the employees or crew expected to perform the work.

Steps

1. Open Jobs & Scheduling > Bookings / Jobs and select the booking.
2. Review the customer, property, schedule and required work.
3. Use the available assignment or crew controls to select the appropriate people.
4. Save the booking and review the assignment in the booking and calendar views.
5. Use the availability tools where available before treating the assignment as confirmed.

Important

An assignment should reflect the current schedule and workforce plan. Recheck it after rescheduling the job or changing the crew.

Assign from the booking

Go to Jobs & Scheduling > Bookings / Jobs, then open the booking. Select the available crew or employee assignment control and save the change after checking the scheduled interval and required work.

Read allocation separately

Assignment and allocation are related but different. An assigned person may still leave the booking partially allocated or needing allocation when the planned workforce requirement is not covered.