Create a crew

Group technicians and equipment into a crew that is booked as one unit, set the crew's hours, and change its members as the team changes.

In the sidebar, open Settings, then choose Crews under Scheduling. The page address is /settings/org/schedule-crews. The page heading reads Schedule crews.

Before you start

• Every member has to exist as a schedule resource first. See Add a schedule resource. If none exist, the drawer says "No resources available." with a link to add them.
• Crews belong to the branch selected in the top bar.
• Your role needs permission to create crews. Otherwise Add crew is missing.

Steps

1. Press Add crew. A drawer opens.
2. Type a Name, such as "Install crew A".
3. Leave Status on Active, or choose Inactive to set the crew up before it takes work.
4. Set the Timezone only if the crew works in a different zone from the organization.
5. Add Notes if the crew needs explaining, for example which truck it takes.
6. Under Members, switch on each resource that belongs to the crew. Nova will not create a crew with no members.
7. Under Working hours, leave inherited days alone and only change the days when this crew differs from the branch.
8. Press Create crew.

What you see

• The list shows Name, Status, Members, Timezone and Updated. Search with Search crews; Filters narrows by status and by With members or Without members.
• Each row has Edit and Archive. Archived rows show Restore instead.
• The edit drawer adds a Crew photo so the crew is easy to spot on the calendar; leave it empty to use the crew's initials.
• Save changes stays disabled until something changes.

If something looks different

• The list reads No crews created yet.: nothing has been added for this branch.
• Depending on your organization's reason rules, archiving may first ask you to confirm and give a reason. Membership and scheduling history stays, and the crew comes back as inactive if you restore it.
• An archived or inactive crew has gone from the list: Filters starts on Active only.
• Your offering says crews are required but none exist: create one here, then see Create an offering.

Open Crews