Skip to main content
Every job needs a crew lead before the rest of the work can move forward. A brand-new job lands on the Jobs page with the status Requires Crew Lead — that’s your signal to open it and pick the person who will run it. Once you assign someone, the job is ready for planning and scheduling.
You can only assign someone who is set up as a crew leader for the job’s branch. If the person you expect isn’t in the list, they may not have crew-leader access on that branch yet.

​
Find the job

1

Open the Jobs page

Go to Jobs from the main navigation. This is the list of every job, with its status shown on each row.
2

Spot the jobs that need a lead

Look for jobs with the Requires Crew Lead status. To see only those, use the status tabs across the top — switch from All Jobs to Requires Crew Lead — or type the job’s name into the Type a name… search box.
On phones, a job that still needs a lead has an Assign Crew Lead button on its card that stands out in red. Tapping it takes you straight to where you’ll make the assignment.

​
Open the job

Click anywhere on the job’s row (or tap Assign Crew Lead on its card on a phone). This opens the job’s project page, which lands on the Overview tab — this is where the job’s details, plan, and forms all live.

​
Assign the crew lead

1

Find the Assignment card

On the project’s Overview tab, look for the Assignment card. It shows the Sales Person and, below that, the Crew Lead.
2

Open the Crew Lead picker

Under the Crew Lead label, click the field that reads Select crew leader… to open the picker.
3

Choose the person

Use Search employees… to type a name, then click the crew leader you want. Only crew leaders for this job’s branch appear here.
4

Confirm it saved

The assignment saves on its own as soon as you pick someone. A confirmation appears reading Crew lead assigned successfully!, and the chosen name now shows in the Crew Lead field.
If something goes wrong, you’ll see Failed to assign lead. Please try again. and the field reverts to whoever was assigned before. Pick the person again to retry.

​
Change or update the lead later

You can reassign at any time. Open the job again to reach the project page, open the Crew Lead picker in the Assignment card, and choose a different crew leader. The new name replaces the old one and saves the same way. Once a lead is assigned, the job moves on in the pipeline — it’s now ready to be planned and, when the time comes, scheduled.

​
What’s next

Build a plan

With a lead in place, lay out the day-by-day plan for the job — crew, equipment, and work orders.

Browse pipeline

See how to move around the Jobs page, filter by status, and keep track of every job in flight.