Crew Schedule Template
Job information organized
This template is for crew scheduling in the construction industry. These jobs involve a lot of documentation. There are permits, schematics, work orders, drawings, blueprints, and more. We’ve built custom fields in this template to capture various job details which can be easily shared.
“The flexibility of adding custom fields is so helpful. Because we are in exteriors home-improvement business our custom fields are set up for special requirement reminders such as, permits, inspections and notifying utilities if we’re digging on the property. Also, we upload files related to the jobs so our job foremen can see those details ahead of time. Those include contracts, work details and drawings. There is the added convenience of keeping this up on my computer screen all day, easily accessible as needed to bring up contact details instead of searching through the computer! After everything is entered that is the quickest most consolidated way to see job info.“
Doreen Ulrich, Hahn Exteriors
Notable setup in this template
Custom fields for capturing what’s important.
Attachments field for uploading files, documents, and images.
How to use this template
⚙️ Set it up and adapt to your needs
- Adapt the sub-calendar structure to your needs.
- Adapt the custom fields and do an event fields makeover. You can rename and rearrange the default fields.
- Try different calendar views, especially Table view and a longer-term view.
- Learn how to minimize keystrokes to save time on information capture.
💡Tips for using the job information template
- Add more sub-calendars as needed.
- Make an event field required to ensure it’s never missed.
- Use folders to organize sub-calendars.
- Try a long-term view like Year view or Multi-week (showing up to 53 weeks).