Creating a Crew (Assign Equipment and Employees to Crew)

Once your employee and equipment information has been added to the SmartAsset Platform, you can bring everything together by creating a Crew (if applicable).

A Crew is a group of employees and equipment that can be assigned together and dispatched to jobs.

To create a crew:

• Navigate to Lists from the left-hand menu.
• Select Crews from the center pane.
• Click Add Crew in the upper-right corner of the screen. 

4. On the Details tab, complete the following crew information:

• Enter the Crew ID if your organization uses one.
• Enter the Crew Name e.g. Bob's Crew, Irrigation Crew, Truck 560 Crew
• Select the crew's Primary Truck Assignment. This is the gateway-equipped vehicle the crew typically uses. If the crew uses a different truck each day, leave this field blank.
• Select the Crew Leader.
• Enter a Crew Type (example: Maintenance).
• Status will default to Active.

5. Next, click the Equipment tab and search for the equipment assigned to that crew.  
6. Check the box to the left of the equipment you want to assign and click Add Selected in the top right hand corner when done. 

7. Next, click the Employees tab and search for the crew members assigned to this crew.

Once all equipment and employees have been added, click Create at the bottom left of the page to complete the crew setup.