Assigning a Crew to a New Visit

To assign a crew to a new visit, you will go to Schedule > Schedule.

Then click the green “New Event” button and select “Visit to Customer“

Assigning a Crew to a New Visit: visits new event menu

While filling out the information about the visit under the Employees heading, choose the crew from the Crew dropdown. Its members fill into the Employees box.

Assigning a Crew to a New Visit: visits add crew employees

Finish filling out the information for the visit and click Create Visit.

Assigning a Crew to a New Visit: visits add create button

Updated on October 14, 2026
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