How to Manage Crew Assignments

The Crew Optimizer gives you a starting point. But you know your crew — who works well together, who knows the neighborhood, who’s been on a similar job before. Manual adjustments are how you apply that local knowledge.

What this covers

Adding, moving, and removing crew members from jobs — two methods for each: drag-and-drop and the edit form.

Who uses this

Dispatchers do this daily. Owners do it when managing their own schedule.

Adding crew members

Method A: Drag and drop

1. Find the crew member in the crew list on the left

   

2. Drag their name onto the job card

   

3. They’re immediately assigned — no save step needed

   

Method B: Edit form

1. Click the job card to open it

   

2. Click the “Select crew…” field

   

   

3. Type the crew member’s name to search

   

4. Select them from the dropdown — you can add multiple at once

   

   

5. Click the green Save button

   

Important: If you close the edit form without clicking Save, the assignment will not be applied.

Moving crew between jobs

1. Drag a crew member from one job card onto a different job card

   

2. MoveRight automatically removes them from the original job and assigns them to the new one

   

This is how you handle last-minute swaps — if a crew member finishes early on one job, drag them to the next one.

Removing crew members (unassigning)

Method A: Drag and drop

1. Drag the crew member’s name off the job card back to the crew list

   

2. They’re immediately unassigned

   

Method B: Edit form

1. Click the job card to open the edit form

   

2. Click the X next to the crew member’s name to remove them — you can remove multiple at once

   

   

3. Click Save

   

What happens next

• Auto-assign with the optimizer: How to Use the Crew Optimizer
• Send the schedule to your crew: How to Send and Export the Dispatch Schedule