Assigning work to field staff

Assigning work to field staff allows them to view their schedules and job sheets

How to assign work to your field team

Field staff are assigned work through work dates and appointments that you schedule for jobs.

Here's how to assign a work date to a field staff:

  1. Select the job that needs to be scheduled.
  2. Click the ‘Schedule work for this job‘ button
  3. Select 'Work date' for the event type
  4. Select one or more team members from the ‘Assigned to‘ section
  5. Each field team member you select will then be assigned to that job.

Assigning work allows the team member to view their schedule and view the relevant job sheet.

Field team members won’t be able to see any job pricing or any costs, quotes or invoices.

What do field staff see?

Field team members can only view job sheets for the work you’ve assigned to them. They can also view a calendar of all their scheduled work and appointments.

Need to add field staff to your company account?

You can invite new field team members from Settings > Manage team.

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