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. Clock-in roles come from the linked project's cost codes.

Scope phases — roll a person onto a later cost code mid-day; their earlier scope ends when the next begins

Who

Rolls onto scope

Starting

Crew lead must submit

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

👥 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

Project — pick one and the calendar event is named after it (first choice). Leave blank for a quick one-off job.

Customer name

Customer phone

Address

Product / job description

Quantity (optional)

Date

Start time

End time

Notes (optional, internal)

📦 Add a pickup / delivery

It shows on the crew member's day like any job and texts them what & where.

Product / what are you picking up? Picking up from Dropping off to

Ties the pickup to that account. Use Shop / Dike Rd Yard for stock.

Who's doing it?

Date

Time

PO / paperwork (optional — photo or PDF)

The crew member can tap it on their phone, and it's on file for billing.

Notes (gate code, PO#, who to ask for)

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.

Edit Assignment

Add a new job

📦 Add a pickup / delivery

🕐 Partial day

📄 Work Order

Notify customer of new arrival window

Extend to multi-day job

📲 Day-Before Customer ETAs

Send schedule to crew via SMS

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

Crew picks for