Before you start
- At least one crew exists under Schedule → Crew.
What you'll do
Put the right crew on the job, or park it as Needs Crew until you can. Assignment is what makes the job appear in that crew's app and on their route.
Four places to assign
- 1
In the job wizard
Section 4, Crew & comms: click a crew card. Cards show member count, travel time, and Free, or a warning if the crew is already booked. Assign to me is for jobs you do yourself.
- 2
On the Dispatch Center
Schedule → Dispatch Center. Cards in the Unassigned column have an Assign crew… dropdown; pick a crew and the card moves to Scheduled. You can also drag a card onto a crew column.
- 3
On the Calendar
Drag an item from the Drag-in Queue onto a date, or in the By Crew view onto a crew row. Filter Unassigned only to see what still needs a crew.
- 4
On the job page
Open the job from Schedule → Jobs and change the crew in the Crew section. The crew app updates immediately; a reassignment moves the job to the new crew's list and drops it from the old crew's route.
Rules worth knowing
- 1
Conflicts
Zentive refuses a double-booking with a warning unless you acknowledge it with a reason. Over-capacity crews are flagged on the Dispatch Center and in the route builder.
- 2
Routes follow the crew
Reassigning, rescheduling to another day, or cancelling a job removes its stop from any built route so the crew never drives to a job that moved.
- 3
Pending employees
An invited employee who has not set a password yet can still be placed on a crew and will see the jobs as soon as they sign in.
- 4
Financial visibility
Whether the crew sees prices on the job depends on each member's setting in Settings → Financial Permissions.
Was this helpful?
Contact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.