SmartMoving Support

How to use roles to schedule crew members on the Dispatch Schedule

Assign Crew Roles on the Dispatch Schedule

What do the different job card colors in the Dispatch module mean?

Job Card Colors

Schedule and pay your crew for non-job tasks like cleaning or meetings—Crew Events help manage availability and payroll with ease.

Crew Events

Using the "Can Drive" Tag in Dispatch Scheduling

Learn how to add a crew member in SmartMoving, assign roles and branches, configure compensation, and optionally enable Crew App access.

How to Add a Crew Member as a User in Your System

How to Control which Crew Members Appear in Dispatch

Place a dispatch hold from an opportunity's Estimate page to reserve truck and crew capacity for a service date before the customer books, see the hold in Dispatch Scheduling, and…

Holding a Dispatch Slot for an Unbooked Job

Michelle Carone

Dispatch & Operations Basics

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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