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Scheduling Crews & Equipment

Allocate your people and equipment where they need to be and see resource locations at a glance. Create orders, assign shifts, and notify workers immediately via SMS. Here you can also learn about automatically matching skills and requirements to tasks and activities.

Scheduling Basics

  • Scheduler Overview
  • Create an Order
  • Assign Resources to Orders and Shifts
  • Searching for Resources
  • Finding Schedule Conflicts
  • Notify Workers of their Assignments

See all 9 articles

Schedule Better

  • Push Shifts Forward
  • Copy Role Resources to Clipboard
  • How to Add a Role to an Existing Shift from the Timeline
  • Filling in a Gap Day from the Scheduler
  • Understanding Push Notifications in Assignar
  • Add Notes & Work Instructions to Shifts

See all 14 articles

Schedule from the Jobsite

  • Guide to Mobile Scheduling
  • Set Up Mobile Scheduling

Setup and Manage SMS

  • Communicate with SMS: Overview
  • Send SMS from Assignar
  • Set Up SMS Templates
  • Understanding SMS Statuses
  • SMS: Best Practices
  • Send SMS from Assignar with Contact Groups

See all 7 articles

Scheduling with Orders module (Not Recommended)

  • Updating Order Dates
  • Advanced: Change Client and Project
  • Basics: What is an Order Status?
  • Copy an Order
  • Basics: How To Send An Order Confirmation To A Customer
  • Basics: Archived Orders

See all 12 articles

Leave & Availability

  • Leave Management Overview and Setup
  • Submitting Leave Requests
  • Approve Leave and Create Leave Timesheets
  • Leave Requests and Scheduling