Overview

Crew scheduling lets you group your team into crews and assign, view, and filter your schedule by crew instead of by person, so you don’t have to select the same group of teammates for every visit.

Crew scheduling is available on the Plus plan. View our current pricing plans. To check what plan you’re on, navigate to the Gear Icon, then select Account and Billing. If you have any questions about your plan’s features or pricing, our support team is here to help.

Crew scheduling is available in Jobber Online. It isn’t available in the Jobber app yet.

Create a crew

To create a crew:

  1. Navigate to Settings, then select Manage Team.
  2. Select the option to create a crew.
  3. Enter a name for the crew, then add team members to it. A team member can belong to only one crew at a time. Assigning a crew lead is not yet supported.
  4. Select Save.

The crew now appears in your crew list and becomes available whenever you schedule work.

There’s no limit to how many crews you can create or how many team members you can add to one. If you add a team member to a crew, they’re added only to visits created after that point, not to visits already on the schedule. You can add someone to a crew at any time, but you can’t schedule a crew change to take effect on a future date.

Crew membership applies to a single account, so it doesn’t carry over for team members who work across more than one franchise account.

View your schedule by crew

On the Schedule page, view your calendar by crew on the day view. Choose a horizontal or vertical layout, whichever is easier for you to read.

Filter your schedule by crew

On the Schedule page, select Team, then choose the crew you want to view. This filters your calendar to show only that crew’s work instead of everyone’s. This works on the day, week, and month views.

Crews use your account’s existing color rules on the calendar. There’s no separate label showing a crew’s name; you’ll see the names of everyone assigned to a visit instead.

Assign work to a crew

When you create a job or add a visit, select a crew in the assignment field instead of choosing each team member individually. Everyone on that crew is scheduled for the visit in one action.

Crews can be assigned to tasks and visits. Calendar events stay visible to your whole team by default. Even team members without permission to view your team list can see everyone assigned to a visit they have access to.

If you import jobs with team members already assigned, and those team members belong to a crew, the imported visits appear under that crew’s view on the schedule. Crew assignment isn’t yet available directly in the job import file itself.

Delete a crew

To delete a crew:

  1. Navigate to the Schedule page.
  2. Select More, then select Manage crews.
  3. Next to the crew you want to delete, select the three-dot menu.
  4. Select Delete.

Deleting a crew removes only the crew itself. Anyone already assigned to a visit through that crew stays assigned to it.

To remove a single person from a crew without deleting the whole crew, select the three-dot menu next to that person’s name and select Remove from crew.