---
schema_version: "1"
id: 0485e379fbb20a05201557c164893cfd810c7b96dee2ea8128a96af2fb7e789f
title: Manage Field Service Crew Membership
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_manage_crews.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_manage_crews.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bc9b5902729186c50c0aa67c3cde21a5ac5a82639aa76034ed75dfdc03ec124d
description: Efficiently manage your service crews to accommodate a fast-changing field service schedule. Create crews, find and add members with the right skills, adjust membership dates to match appointment times, and view all crews’ schedules and members in one place.
products:
  - Field Service
release: "264"
---
# Manage Field Service Crew Membership

Efficiently manage your service crews to accommodate a fast-changing field service schedule. Create crews, find and add members with the right skills, adjust membership dates to match appointment times, and view all crews’ schedules and members in one place.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d136604e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d136604e72 ">To view service crew members:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d136604e72 ">
              <p>Read on service crews </p>
              <p style="margin-bottom:0;">AND</p>
              <p style="margin-bottom:0;">Read on service resources</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d136604e72 ">To create service crews using the crew management tool:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d136604e72 ">
              <p>Create on service crews</p>
              <p>AND</p>
              <p>Create on service resources</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Edit
                on service territories</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d136604e72 ">To create, update, or delete service crew members:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d136604e72 ">Edit on service crews</td>

          </tr>
        </tbody>
      </table>

While you can manually manage service crew membership from the Service Crew Members related list on service crew records, we recommend using the drag-and-drop crew management tool.

![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._

1. [Create your service crews](https://help.salesforce.com/s/articleView?id=service.fs_create_crews.htm&release=264.0.0&type=5 "Set up teams who can be assigned to field service appointments as a unit. A service crew is a group of service resources whose combined skills and experience make them a good fit to work together on appointments. For example, a wellhead repair crew might include a hydrologist, a mechanical engineer, and an electrician."). The crew management tool only shows crews with an active service resource of type Crew.
    
    ![Active Crew service resource](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/pfs_resource_crew.png)
2. Open the crew management tool by clicking the **Crew Management** tab or opening the Lightning page that contains it.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note If you have trouble finding it, ask your admin to follow the steps in [Set Up Crew Management](https://help.salesforce.com/s/articleView?id=service.pfs_set_up_crew_management.htm&release=264.0.0&type=5 "Give Field Service admins and dispatchers access to a drag-and-drop service crew management tool where they can easily create service crews and update service crew membership.") and let you know where the tool is located.
    
    ![Crew management tab](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_crew_management.png)
3. In the top-right corner, select a date and number of days to display.
4. In the sidebar, click the map icon to view a list of service territories with active service crews. Select service territories whose crews you want to see and click **Save**. After you select service territories, each crew’s schedule and members appear in the chart. If you set the Gantt Color field, crew member absences appear in the same color as they do in the Classic Dispatch Console Gantt.

Now that your dates and service territories are selected, it’s time to manage crew membership.

View Crew Details

Hover over a crew name in the chart to see the skills that its members need. To update these skills, navigate to the associated service resource record of type Crew and update the Skills related list.

![Hovering over a crew to see skills](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_crew_skills.png)

Hover over a service crew membership in the chart to view the membership start and end dates. Crew leaders appear with a star.

![Hovering over a membership to view details](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_crew_membership_details.png)

View Appointment Details

In any Crew Schedule row, hover over an appointment to view its details. A red flag icon means that the assigned service crew doesn’t yet comply with the minimum crew size or skill requirements listed on the appointment’s parent record. View skill and crew size alerts at the bottom of the hover window. You can determine which details to show using the [Crew Management Tooltip field set](https://help.salesforce.com/s/articleView?id=service.pfs_fieldsets.htm&release=264.0.0&type=5 "Use field sets to control which fields appear in different sections of the Field Service Classic Dispatch Console. For example, choose which fields appear as columns in the appointment list.").

![Hovering over an appointment to view its details](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_crew_appt_details.png)

Double-click an appointment to open a window that shows the appointment’s fields and its parent record’s fields and related records.

Find the Right Crew Member

If the territory filter is visible in the sidebar, click the map icon to hide it and show the service resource list. The sidebar shows service resources who are members of the selected service territories during the dates shown on the chart.

- Click a service resource’s name in the sidebar to view their skills, service territory membership, and service crew membership. Click the card icon to the right of their name to view the service resource record.
- Select a scheduling policy using the Policy dropdown menu.
- Filter service resources by skill in one of two ways:
    
    - Click the filter icon in the resource list to select skills to filter for.
    - Click **Match Crew Skills** on a crew to show only service resources with the skills listed on the crew’s service resource record of type Crew.
    
    ![Skill filter options](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_crew_skill_filter.png)
- To filter crews by skills, click the crew filter icon. Then, search for and select the required skills.
    
    ![Filter crews by skills](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/pfs_filter_skills.png)
- Search for crews and crew members. You can search for multiple resources by separating the names with a comma. Each crew is marked with a different color on the Gantt.
    
    ![Search box for crews and crew members](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/pfs_search_crews.png)
- If an appointment shows missing skills or members, right-click the appointment and click **Get Candidates** to filter the resource list based on skills, availability, and operating hours. If the crew just needs members, all available resources are shown. If skills are missing, available service resources with the missing skills are shown first. Select one or more resources and click **Assign Selected** to add them to the crew for the appointment’s time frame.
    
    ![Get Candidates action](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_crew_get_candidates.png)
    
    ![Assign Selected](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_crew_candidates.png)

Add a Service Resource to a Crew

Add service resources to crews by dragging them from the resource list. To add multiple resources at once, select them in the list before dragging.

- Drag a resource onto a crew’s name to add them to the crew for the dates shown on the chart. A window opens where you can update crew membership dates and make the resource the crew leader.
- Drag a resource onto another resource’s service crew membership to create an identical crew membership.
- Drag a resource onto an appointment to create a crew membership for the appointment’s time frame.
    
    ![Creating a crew membership](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_crew_drag.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note If you're not using Enhanced Scheduling and Optimization, when creating a service crew membership, align it with the resource’s start of day. We recommend using 00:00 because it aligns with Field Service’s default Start of Day. However, you can set a custom Start of Day on Service Resource Availability work rules if the default doesn’t make sense—for example, if your team typically works night shifts. To enforce a custom Start of Day, from the Field Service Admin app, click **Field Service Settings** | **Scheduling** and select **Set the hour that starts a new day based on the Availability rule(s)**. If the applied scheduling policy uses a custom Start of Day, set your service territory memberships to start and end at that time rather than at midnight.

Edit or Delete Crew Membership

Double-click a crew membership in the chart to edit its dates, make the resource the crew leader, or delete the membership.

#### See Also

- [Set Up Crew Management](https://help.salesforce.com/s/articleView?id=service.pfs_set_up_crew_management.htm&release=264.0.0&type=5 "Give Field Service admins and dispatchers access to a drag-and-drop service crew management tool where they can easily create service crews and update service crew membership.")
- [Create Service Crews for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_crews.htm&release=264.0.0&type=5 "Set up teams who can be assigned to field service appointments as a unit. A service crew is a group of service resources whose combined skills and experience make them a good fit to work together on appointments. For example, a wellhead repair crew might include a hydrologist, a mechanical engineer, and an electrician.")
- [Considerations for Scheduling Service Crews](https://help.salesforce.com/s/articleView?id=service.pfs_service_crews_considerations.htm&release=264.0.0&type=5 "Field Service crews, much like individual service resources, can be assigned to service appointments. Learn how absences, efficiency, and crew settings affect service crew scheduling.")
- [View Service Crews on the Gantt](https://help.salesforce.com/s/articleView?id=service.pfs_service_crews_dispatcher_console.htm&release=264.0.0&type=5 "Control how service crews are displayed on the Gantt in the Field Service Classic Dispatch Console.")