Once a job comes into the CRM and the deposit has been paid, it is time to assign your staff to the work. Operators can manually assign employees to the job from inside the CRM.
Schedule
Scheduling and field teams
Once the deposit is paid, assign staff, offer claimable shifts, manage scheduling conflicts, and give workers a dedicated dashboard for job execution.
For growing teams, claimable jobs let casual or flexible employees claim available work. That gives companies a more flexible way to fill jobs without manually coordinating every shift.
Scheduling conflict management helps automate the process of identifying conflicts between employee assignments, availability, and existing scheduled work.
A dedicated worker dashboard lets workers sign in, view job details, claim additional shifts, and see their schedule from one place.
Workers can upload before-and-after photos from the job site and share notes between field teams and administrators so job context stays connected to the CRM.