Navigate to the Fleet Calendar. You can do this by clicking the Truck icon on the top left corner of the page.
Once in the Fleet Calendar, you can select the date and branch(es) you want to schedule. You will assign the movers in the column directly next to your trucks.
Date (RED) - Select the date you need to schedule here
Branch (ORANGE) - Select the branch you are scheduling here
Crew Members (GREEN) - Schedule your crew members to a specific truck here
Clicking the "Crew Member" icon will open this window.
Unassigned (AQUA) - Crew members who have not been assigned a job that day
Add (GREEN) - Adds an employee to the job
Remove (RED) - Removes an assigned employee from the job
Assigned (YELLOW) - Crew members already assigned to a job that day
Hours worked this week (BROWN) - This will show how many hours the employee has worked within the set pay period. These are any jobs that have been closed out.
Scheduled hours this week (ORANGE) - This is the hours for the jobs that have been scheduled in the set pay period.
Expertise (PINK) - This will show any expertise assigned to this employee. See the expertise and note article at the bottom to learn more about this.
Employee notes (BLACK) - This will show any notes added about this employee, the customer will not see these notes and are intended to only be used internally.
Save (PURPLE)
Scheduled crew members will have their initials or name displayed below the truck they are assigned to.
If you would like to learn more about the expertise and notes, please view the article below:
If you would like to learn more about how to customize your payroll schedule, please view the article below: