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Create and manage crews
Group employees into working crews so dispatch, routes, and field assignments stay organized.
Roles and permissions in Zentive
Who can see and do what: owners, co-owners, crew members, foremen, and customers, plus the financial visibility controls.
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.
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.
Crew can’t see their jobs
Six checks, in order: signed in as the right person, assigned to the crew or job, looking at the right day, offline snapshot out of date, trial expired, or account deactivated.
Employee Scorecards
Per-employee KPIs for jobs, hours, closeout quality, and training, with jumps into Timesheets and Training for that person.
Zentive terms explained
Plain-language definitions of the words you will see on Zentive screens, from Needs Crew to retainage.
Control what employees see about money
Settings → Financial Permissions decides, per employee, whether prices, totals, and billing show in the crew app. New employees start with pricing hidden.
Need a different way to search?
- Try plain language instead of product terms.
- Search by the problem, not just the feature name.
- Use short phrases like "invoice unpaid" or "crew route missing".
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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.