See staff and vehicle schedules
See what each person and vehicle is booked for, from services to absences, and assign order services by dragging them onto a row.
People with the «Crew» permission for the staff calendar, and the «Transport» permission for the vehicle calendar.
The wedding needs two technicians on Saturday morning to put up the tents, and the van for the delivery. The staff and vehicle calendars show what each person and vehicle is already booked for, and let you assign them by dragging. Like every , looking doesn't change anything.
See who's free that weekend
- Open the calendar Click «Crew» → «Calendar» for people, or «Transport» → «Calendar» for vehicles.
- Go to the weekend Choose «Week» and move with the arrows.
- Read each row Each person or vehicle has a row with what occupies it.
| What you see | Where it comes from |
|---|---|
| Order services | The person or vehicle is assigned to a service on an order |
| Internal services | Active ones only |
| Absences and unavailability | Declared on the person or the vehicle |
| Incidents | Vehicles only: blocking incidents |
Tasks don't appear here, not even . To open the calendar already filtered for one person or vehicle, click «View in calendar» on their «Availability» tab.
Note: The calendar lists up to 200 people or vehicles, in alphabetical order.
Assign services by dragging in the staff or vehicle calendar
Above the calendar is the panel, closed at first: the services on orders that still need someone. It shows «Reserved only» by default; switch to «All statuses» to include orders that aren't reserved yet.
- Open the panel Click «Unassigned services».
- Find the service Look for the wedding's tent installation.
- Drag it onto a row Drop it on the technician's row. The service is assigned to that person.
- Move it if needed Drag the block to another person's row.
- Unassign it Drag the block back onto the panel («Drop to unassign»).
These are the same checks as in the planner. An absence, a vehicle that isn't active or a blocking incident stops the assignment. If the person is already on other work at that time, the assignment is saved with «Assigned with overlap warnings». See What blocks an assignment and what only warns.
Warning: Moving a block to another row is done in two steps: first it's unassigned, then assigned. If the second step fails, the service is left with nobody. Check the «Unassigned services» panel after a move.
Note: Assigning by dragging, here or in the planner, doesn't update the person's Google Calendar.
Other ways to assign
- Assign staff and vehicles in the planner, to see every order's services on one timeline.
- Assign staff and vehicles to a service, from the order line.