Crew Calendar — Bella Terra

Edit Assignment

🔗 Link to Portal Project (ties this job to a project for timecard + clock-in — type 1-8 letters)

💼 Bill to account on file (prime contractor — e.g. Rotschy, Inc. · leave blank for a normal customer) Sub-job name (shows under the prime in QuickBooks — the site/street, or their PO#)

Crew & Resources — assign truck + equipment per person · drag from panel or use + below

The first crew member is the lead — every job needs one.

Crew lead must submit

📋 Site Visit 🧪 Herbicide Report 📄 Work Order 💧 Irrigation Report

👥 All crew needed this dayBlocks PTO — the approver gets a red warning if someone requests this day off.

Trailers

Date (change to move job)

Start time

End time

Color override (Auto = decide from title)

Amount (change if the customer wants more/less — the colored buttons above are the bark/seed TYPE) Total $ (blank = auto-priced from rates · enter a number to override for special pricing)

📄 Work-order details (customer + depth)

Bark depth (inches) (how deep to blow — bark jobs only) Customer name (blank = uses the calendar event title) Delivery address (blank = uses the event location)

Phone

Email (invoices)

Crew notes

Move = change Date and Save. Reschedule with SMS happens automatically.

Add a new job

Job type

Customer name

Customer phone

Address

Product / job description

Quantity (optional)

Date

Start time

End time

Notes (optional, internal)

Extend to multi-day job

Source job and original day shown above.

End date (inclusive): Skip Fri / Sat / Sun (standard Mon–Thu work week)

Days that will be created:

Copy crew + truck assignment to every day (override per day later)

Send schedule to crew via SMS

Pick a date. Each crew member's message is shown below — you can edit any message before sending. Crew with no phone are skipped.

Date: Default = tomorrow. Pick today to push intra-day updates (e.g. afternoon job cancelled).

📢 Publish first — publishing makes the schedule visible in the timecard app for all assigned crew, even if you don't SMS everyone.

Push schedule to crew (in-app) + read receipts

Sends tomorrow's schedule to the crew's app as a pop-up they must acknowledge — no text message. Push by 3:00 PM so everyone has a couple hours to tap "I'll be there." Watch who's opened and confirmed below.

Date: Default = tomorrow.