Prepare a job and crew plan

Check the working plan

For an estimate-backed job, review agreed scope and approved changes alongside the labor plan.

1. Open the job and select Job & crew.
2. Check Work site, Customer, and Work; use Edit details for corrections.
3. Review Crew plan and use Edit in Breakdown to change the estimate allowance.
4. Use Assign people or Assign crew to assign existing Team members.
5. Review the schedule and Job preparation tasks.
6. Review scope, sub bids, project files, and notes before work starts.

Preview and share the handoff

Select Preview handoff to review the crew-facing scope and instructions. When sharing is available, Share crew handoff opens the publishing flow. Review accepted scope and approved changes before publishing. A published handoff keeps its own saved version; changed instructions or approved work may require an update.

Keep planning and time distinct

The estimate allowance, assigned people, calendar bookings, and recorded time serve different purposes. Assigning someone does not record worked hours. Review Timesheets for actual time and Job progress for the operational stage.