Assigning Crews

Proper crew assignment ensures each project has the right people and equipment. This guide shows you how to assign teams, drillers, helpers, and equipment to your scheduled projects.

Quick Start: Assign a Crew in 4 Steps

1. Open the project from Scheduling
2. Select a team
3. Assign lead driller and helper
4. Add required equipment

Step-by-Step: Assigning a Team

From List View

1. Navigate to Scheduling > List View
2. Find your project in the unassigned section (or current team's list)
3. Drag the project to the desired team's column
4. Release to assign - dates auto-calculate based on team workload

From Project Details

1. Click any project to open the details modal
2. Find the Team dropdown
3. Select the team to assign
4. Click Save to confirm

Step-by-Step: Assigning Driller & Helper

Assign a Lead Driller

1. Open the project details (click project in any scheduling view)
2. Locate the Driller dropdown
3. Select the lead driller from available field employees
4. Save changes

The lead driller:

• Receives priority notifications
• Can update project status from mobile
• Is shown as primary contact on schedules

Assign a Helper

1. Open project details
2. Find the Helper dropdown
3. Select an assistant from the team roster
4. Save changes

Helpers receive the same project information as the lead driller.

Step-by-Step: Assigning Equipment

Add Equipment to a Project

1. Open project details
2. Scroll to the Equipment section
3. Click Assign Equipment
4. Select from your equipment inventory:
   • Drill rigs
   • Pumps
   • Service vehicles
   • Tooling
5. Add multiple items as needed
6. Save assignments

Check Equipment Availability

Before assigning equipment:

1. Go to Equipment in sidebar
2. Click an equipment item
3. View the Schedule tab
4. Check for conflicts with other projects

The system warns you if equipment is double-booked but allows override if needed.

Checking Crew Availability

View Team Schedules

In List View:

• Each team column shows assigned projects
• Red highlights indicate overload
• Gray dates show availability gaps

In Gantt View:

• Timeline shows team workload visually
• Overlapping bars indicate conflicts
• Drag to adjust dates and resolve conflicts

In Calendar View:

• Daily/weekly view of all assignments
• Click empty slots to add projects
• See all teams at once

Handling Conflicts

When you assign a crew to overlapping projects:

1. System displays a warning message
2. Review the conflict details
3. Choose to:
   • Proceed anyway (field crews can handle both)
   • Reassign to different team
   • Adjust project dates

Reassigning Projects

Move to Different Team

Using Drag-and-Drop (List View):

1. Click and hold the project card
2. Drag to the new team's column
3. Release to reassign

Using Project Details:

1. Open project details
2. Change the Team dropdown
3. Save changes

Swap Crew Members

1. Open project details
2. Change Driller or Helper selection
3. Save - old assignee is removed, new one added
4. Both receive notifications of the change

Crew Notifications

When you make assignments, the system sends automatic notifications:

Notifications go via:

• Push notification (mobile app)
• Email
• In-app notification bell

Best Practices

Keep Teams Stable

Crews that work together regularly develop better coordination. Avoid frequent reassignments when possible.

Plan for Backups

Assign backup crew for critical projects in case of delays or emergencies on other jobs.

Consider Geography

Assign teams based on region to minimize drive time. Teams closer to the job site can respond faster.

Match Skills to Jobs

• Complex wells → experienced crews
• Simple residential → newer team members (training opportunity)
• Specialized work → certified technicians only

Weekly Review

Every week, review upcoming projects to ensure:

• All projects have complete crew assignments
• No scheduling conflicts exist
• Equipment is available
• Special requirements are noted

Troubleshooting

Can't find an employee in the dropdown?

• Check their user role (must be Field or Admin)
• Verify they're active in the system
• They may already be assigned to a conflicting project

Equipment showing as unavailable?

• Check equipment schedule for conflicts
• Equipment may be out for maintenance
• Clear the previous assignment first

Team not showing in List View?

• Teams are configured in Settings > Scheduling
• Team must have at least one member
• Check team visibility settings

Notifications not sending?

• Verify employee email is correct
• Check notification preferences in Settings
• Mobile push requires app installation

Related Topics

• Teams View - Manage team configurations
• Calendar View - Day and week scheduling
• Gantt View - Timeline scheduling
• Conflict Detection - Resolve scheduling conflicts