Communicate the crew planning

After planning your crew on project functions, it's time to communicate the planning. You have three options to do this:

  1. Send personal schedules by email.
  2. Send more detailed schedules in .pdf or Word files.
  3. Send project callsheet with the planning of every crew member.

Your crew members can use the Rentman Mobile app (or access via browser) to check their schedule and answer invitations.

 

Available for: Lite Classic Pro

If your crew members regularly check the 'My schedule' module, you don't have to manually send the planning. On the 'My schedule' module each user can click on a project to see up-to-date information and add notes/tasks. 

Send personal schedule by e-mail

A personal schedule is a list of all functions a crew member is planned on. The schedule is individual (who receives it can only see his/her own planning) and contains times, location, and remarks for the function.

  1. Go to the 'Crew planner' module or the 'Planning' tab in a project.
  2. Click on the Bildschirmfoto_2017-07-25_um_11.53.10.png email button on the top bar.
  3. Select a period.
  4. Select the projects.
  5. Select crew members (if there has been a change since the last time you communicated the planning, the crew members affected by the change will be highlighted in red).
  6. Optional: check the e-mails by clicking on a crew member.
  7. Click 'Send' in the bottom right corner.
  8. Optional: Add a custom email text.
  9. Click 'Send' again.

Choose this option if the crew members need little context on the project.

Print schedules for each crew member

You can also generate a document with the personal schedule and send it to your crew members. You can edit the document template to display more information about the planning. After generating a schedule, you can download it as a .pdf or Word file, send it as an email, and attach it to a crew member.

  1. Go to the crew planner module.
  2. Click on the Bildschirmfoto_2017-07-25_um_11.53.10.png email button on the top bar.
  3. Click on 'To print' in the top left corner.
  4. Set a period.
  5. Select crew members.
  6. Choose a template.
  7. Click on 'To print' in the bottom right corner.
  8. Download the schedule as a PDF or Word file, or send it via email.

Click 'Save slip by item' to attach the document to the right crew member in the 'Crew members' module. This way, you can quickly check when you created the last document for each crew member and download it again anytime.

Choose this option if you want to add more information to the individual schedule. Edit the template to choose the information you want to communicate.

Send project callsheet

A project callsheet contains the time schedule of the whole project and the schedule of every crew member. Create a callsheet and send it to team leaders to give them an overview of the crew for a project. The default template in Rentman is called 'Callsheet' but you can edit it to display the information you want.

How to send the project callsheet:

  1. Create a callsheet.
  2. Click Email on the top left of the page.
  3. Select the recipients and add a message (optional).
  4. Click 'Send email'.

Choose this option to communicate the complete planning of every member and vehicle. You can also edit the template to add more information about the project or the sender.

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