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Crews

Create and manage crews

Group employees into working crews so dispatch, routes, and field assignments stay organized.

Article details and last review
Owner/AdminJobs & Scheduling5 minutesUpdated Sep 23, 2026Current instructions
Verified for app v2026.07
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Before you start

  • The employees you want to add already exist in Zentive.

What you'll do

You will create a crew that can be assigned to jobs and routes as one working team.

Build the crew

  1. 1

    Open Crews

    Go to Schedule, then Crews.

  2. 2

    Choose Add Crew

    Use a clear name your dispatcher and technicians will recognize.

  3. 3

    Add the crew members

    Select the employees who normally work together and choose the crew lead or foreman when required.

  4. 4

    Save the crew

    Save, then open the crew again to confirm the right people are listed.

  5. 5

    Test an assignment

    Assign one upcoming job to the crew and confirm it appears in dispatch and in the crew app.

Crews

Keep crews accurate

  • Remove former employees promptly.
  • Update temporary or seasonal crew changes.
  • Confirm a crew lead before assigning routes.
A crew record

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Jobs & Scheduling

Add and manage employees

Add office or field employees, update their information, and make sure they have the correct Zentive access.

Open articleJobs & Scheduling

Assign a crew to a job

Assign or reassign a crew from the job wizard, job page, Dispatch Center, or Calendar, and what Needs Crew, Assign to me, and conflict warnings mean.

Open articleRouting & Dispatch

Use the dispatch center

See today's scheduled work, crew assignments, route pressure, and unscheduled jobs from one dispatch view.

Open articleRouting & Dispatch

Build and optimize daily routes

Use Schedule → Routing → Build Today’s Routes to assign, sequence, optimize, and save each crew’s stops, then send the day plan to the crews.

Open articleJobs & Scheduling

Create a job

Book a one-off job from Schedule → New work: customer, location, time and arrival window, crew or Needs Crew, services, and what the customer is told.

Open articleJobs & Scheduling

Use the calendar

Month, Week, Day, Agenda, and By Crew views, crew and status filters, the Drag-in Queue for unassigned jobs, quick-create, and the printable Day Sheet.

Open article