Crews

Reusable roster templates (named people and role slots). Dispatch still assigns technician profiles on the appointment. A crew is a starting point, not a second assignment record.

Workforce → Crews · /app/w/{workspace}/crews · capability crews · crews.view / create / update

Nav is hidden when the capability is off. Staffing is stored on the appointment, not as a live link back to the crew. Editing a crew later does not rewrite yesterday’s appointment roster.

Crew vs Build team

	Crews	Build team
Capability	crews	team_requirements
What you define	Named members and role slots on Workforce → Crews	Roles and headcount on the work-order type (not named people)
On Dispatch	A template you can start from	Button Build team to fill required slots with technicians
What gets assigned	Individual technicians copied onto the visit	Individual technicians filling those slots

Coverage shown on a crew is the union of members’ skills and certifications. You still maintain qualifications on each technician profile.

Team requirements live on Settings → Work order types (and optional overrides on a work order), not on this list.

When to use it

• Jobs that always need the same named pair (for example HVAC lead + helper).
• Skip crews if every job is a single technician — still use team requirements if the type needs N distinct people.

Auto-Assign refuses visits that need more than one slot, or that already have an assignee. Multi-person jobs: Find candidates / Build team / assign twice. See Dispatch.

Create a crew

1. Workforce → Crews → New crew.
2. Name (required). Optional Code.
3. Add role slot. Set how many distinct technicians that role needs. The same person cannot fill two slots.
4. Add members to fill slots. Coverage updates from their qualifications.
5. Save. On Dispatch, staff the visit with people (Build team or Find candidates).

Deactivate

The archive action label is Deactivate. Existing appointments are not changed. Restore from trash / inactive as the list allows.

Crew membership is not Field login

Each member still needs an Active technician profile and field.workspace.view. Being on a crew does not grant Field.

What-if

If you look for “assign this crew” on the board: assign people. The crew title is not an assignee token.

If Auto-Assign refuses a two-slot visit: expected. Use Build team or Find candidates.

If Field is empty for a crew member: they need an Active technician profile and Field permission — not only crew membership.

Related: Technicians, Dispatch, Appointments.