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How to assign team members to a job

Use the Assigned to section to choose who will work on the job before saving or editing it.

Updated

For: Owner, Admin

Before you start

  • Confirm you are on the right job before editing or creating documents.
  • Do not save, edit, invoice, or add visits when you are only reviewing.
  • Use real US-market service names such as roofing, gutters, HVAC, or exterior painting.

1. Open the job form

  1. Create a new job or open an editable job.
  2. Review customer, service, and dates before assigning.
  3. Find the Assigned to section.
1. Open the job form

2. Choose members

  1. Check each member who will participate.
  2. Leave unchecked anyone who should not receive the assignment.
  3. If you do not know the team, schedule first and assign later.

3. Confirm before saving

  1. Review that the right people are selected.
  2. Confirm date and time.
  3. Click Save only when the job is ready.

Statuses and options you may see

Assigned

Meaning: The member is connected to the job.

Next step: They should review their schedule or assigned work.

Unassigned

Meaning: No person is set for the job.

Next step: Assign before operations start when needed.

Scheduled

Meaning: The job has a date or time.

Next step: Pair it with assignment to plan the day.

Save

Meaning: Applies the assignment.

Next step: Do not click it when you are only reviewing.