Assign staff to a job

Assignment is per-person and per-day, which is what makes a five-day job with a changing crew work properly.

Step by step

1. Open the job from Jobs.
2. Find the Trades needed & people on the job section.
3. Set Trades required — plumber, electrician, roofer. This tells you what skills the job needs before you pick names.
4. Click Add staff member… and choose someone. If it says "All active staff already assigned", everyone's already on it.
5. Set which days that person is on the job. Someone can be on Monday and Tuesday while a second engineer covers Wednesday to Friday.

The job needs a booking date and an effort estimate before day-by-day assignment makes sense — that's what tells WorkLane how many days the job runs. If the day picker looks empty, set those first under Set the deadline and rough effort.

What the assignee sees

As soon as someone is assigned they get a notification and the job appears in their list on their phone. They see the address, the contact, the notes and the documents — but not the pricing.

Reassigning

Remove a person and add another from the same section. The change is recorded on the job timeline, so there's a record of who was on it and when that changed.