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What this is

Scheduled appointments can sometimes land on your calendar without a crew picked — for example when you reschedule a visit without choosing one, or when an older appointment didn’t get assigned for some reason. ProBase flags these so they don’t sit on the schedule unassigned.
On single-crew teams, brand-new appointments are auto-assigned to your only crew, so this card is usually empty. It appears when an appointment has slipped through without a crew — most commonly on multi-crew teams.

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Finding jobs that need a crew

When jobs on the day you’re planning have no crew, a Jobs with no crew row appears in the Action needed section on HomeBase, with Assign a crew underneath and a count of the jobs waiting. See Plan your day. Dashboard action card showing jobs with no crew Tap it to open the list. The same list is reachable from the Day view: when a day has jobs with nobody driving to them, a Needs you card sits above the stops — “2 jobs on this day need a crew”, with the customers named. Tapping it opens the list for that day, under a Schedule / trail, and the back arrow brings you straight back to the day and the crew filter you left — not to HomeBase. Jobs that need a crew opened from the day view Back on the day view afterwards

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The list page

The page comes in two shapes depending on how you got there. Scoped to one day — opened from HomeBase or from the Day view, it lists exactly that day’s jobs with no crew. The count is the heading — “3 jobs need a crew” — with the date underneath. Jobs that need a crew for one day The fourteen-day list — opened without a date, it’s headed Jobs without assigned crew (“These scheduled jobs aren’t assigned to a crew yet”) and shows scheduled appointments that don’t have a crew yet, sorted oldest-first so the most urgent items appear at the top. The fourteen-day list of jobs without a crew Each card shows the customer name, scheduled status, property address, service name, date and time, and an amber Not assigned to a crew yet badge. A job that came from a connected marketplace also carries its marketplace brand mark next to the status badge, the same as on the calendar and your daily route — marketplace jobs are yours to staff, so they need a crew just like your own work. See Marketplace jobs.
The list focuses on the next 14 days. Because recurring services pre-schedule their whole chain of future visits, this keeps the list to jobs that need a crew soon rather than flooding it with months of far-future visits. Each service shows only its earliest unassigned visit in the window, so you assign a crew once and move on.
The list scoped to the next 14 days A recurring service with several unassigned visits appears as a single row — its soonest visit — rather than one row per visit: A recurring service showing as one row in the list

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Searching

Use the search bar at the top to filter by service name, customer name, or address.

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Load more

If you have many unassigned jobs, the list loads 20 at a time. Scroll to the bottom and the next batch loads automatically.

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Assigning a crew from the list

Tap any job card to open the Assign a crew sheet right there — no need to navigate to the appointment detail page first. The Assign a crew sheet opened from the list The sheet holds one row per crew, and tapping a row assigns the job — there’s no separate Save step.
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Decide how far the assignment reaches

Assign to all future service appointments sits at the top of the sheet. ProBase sets it for you based on the job:
  • The visit has no crew yet — it’s on, so the whole recurring chain gets the crew at once.
  • The visit already has a crew and you’re moving it — it’s off, and a line explains: “Moving this visit does not change the crew on its later visits.”
Flip it either way before you tap a crew.
2

Read the crew rows

Each row shows the crew’s colour dot, its name, and a line describing that crew’s day with this visit added — for example “6 jobs · finishes 4:40 PM”, or “9 jobs · finishes 5:20 PM — 20 min over working hours” when it would push the crew past its end time.Crew rows with their load linesEach row also shows what this visit would add to that crew’s driving — +10m drive time — and a Recommended badge lands on the crew with the smallest number. It’s a suggestion you’re free to ignore. See The Recommended crew, and what each crew costs you in driving.The Recommended badge and each crew's drive timeThe drive figures take a second or two to work out, and a spinner sits where the service name goes until they land. You don’t have to wait — tapping a crew works the whole time.
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Tap the crew

The job is assigned, a Crew assigned. confirmation appears, the sheet closes, and the appointment drops off the list.With Assign to all future service appointments left on, the whole recurring service clears at once — the row is gone straight away rather than reappearing with the next visit in the chain:The recurring service gone from the list after assigning
Assign one and the list restates itself — “2 jobs need a crew” — so you can see what’s left. The list after assigning one job Once every job has a crew, the list shows an empty state (“No jobs are missing a crew. You’re all set!”) and the HomeBase row disappears. List after assigning a crew to the last unassigned job

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Assign and optimize in one pass

When the list is scoped to a day, a button sits beneath it: Assign & optimize routes.
Automatically assigns unassigned jobs to the best crew to minimize drive time. Preview changes before saving. Applies to today’s schedule only. Future jobs remain unchanged.
The Assign & optimize routes button Tapping it opens a preview headed Assign & optimize routes. The heading is the count of jobs that would get a crew — “2 jobs get a crew” — and underneath, what it does to the fleet’s driving, honestly: “Adds 10 min of driving. New schedule: 8:00 AM – 4:40 PM.” Picking up extra stops usually costs a little driving; the point is that they get covered at the lowest cost available. The Assign & optimize preview Each job that would get a crew shows the handover on its row — ”● Unassigned → ● Sam”. Jobs that already have a crew keep it and keep their times. If taking the extra work would push a crew past its End time, the preview says so before you commit — “New route runs 40 min past 5:00 PM.” A crew whose new route would run past its end time If one of your crews has no start address, ProBase can’t route it, so no job is given to that crew. The preview names it in a yellow notice — “Jo has no start address” — with an Open Crews link to fix it. The other crews still get their jobs. Assign & optimize naming a crew with no start address
  • Assign 2 jobs writes the change. The confirmation counts what got covered — “2 jobs assigned. Undo before you start your first stop.”
  • Not now closes the preview and writes nothing.
After assigning and optimizing
If a stop on the day is already done, the preview warns you before you commit: A stop on this day is already done — This can’t be undone. You can still assign; there’s just no going back, so the confirmation reads “2 jobs assigned.” with no Undo.

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When there’s nothing to assign

The preview says which case you’re in rather than showing a blank screen:
The button only appears when the list is scoped to a day, your team has more than one crew, there’s something to assign, and your role can plan routes. It never touches other days — a recurring job’s later visits keep the crew they have.

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Other places to assign a crew

The same Assign a crew sheet is reachable from a few other places when you’d rather work appointment-by-appointment:
  • The visit page — the crew row on the visit’s header card opens the sheet, and ⋯ More → Move to another crew does the same thing. See Assign or change the crew.
  • The day list — a stop card with no crew carries an amber line you can tap to assign one without leaving the day.
  • Overdue jobs list — when your team has more than one crew, overdue cards show the crew row so you can spot unassigned visits at a glance. See Overdue jobs.
  • Reschedule modal — pick or change the crew while you reschedule. See Rescheduling appointments.
  • Job creation wizard — pick a crew when scheduling the first appointment. See Creating jobs.
  • Assessment creation — pick a crew when scheduling the on-site visit. See Creating quotes and assessments.

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Next steps

  • Plan your day — where HomeBase surfaces this and the rest of the morning’s work
  • Adding your crews — Set up multiple crews so appointments can be routed to the right one
  • Overdue jobs — Resolve appointments that slipped past their scheduled date
  • HomeBase — Your daily command center for field work