Operations
Assign staff and close staffing gaps
Know who did each job and for how long.
The problemFinished visits end up with no worker or no hours, so wages and job profit are wrong.
The resultEvery completed visit shows who did it and for how long, so wages and job profit stand on facts.
What you can do
- Assign one or more people to a booking and make one of them the lead
- Assign staff to many bookings at once from the list
- See completed visits from the last 90 days, or any window you choose, that lack staff or hours
- Fix a gap on the spot by adding the person or setting the hours
- Accept the hours a worker entered, or change them
Who can use it
Owners, Admins and Managers can use this.
Assigning staff and fixing gaps needs permission to assign staff on bookings.
Ask Heyva AI
Which completed visits have no staff?
Assign Jordan to tomorrow's 9 o'clock booking
Questions
Why don't I type a wage?
Heyva takes the hourly wage from the person's pay settings when you assign them and keeps it on the visit. You enter hours, not wages.
Who becomes the lead?
The first person assigned, or whoever you mark as lead. The lead is also shown as the booking's assignee.
What does worker hours to review mean?
A worker entered their own hours and they need a look, for example because they differ from the booked hours. Accept them as they are or type different hours. Either clears the review.
Does the page cover future bookings?
No. It looks at completed visits. Use the booking list or a booking's Team tab to staff visits that have not happened yet.
For AI agents
Heyva AI and connected assistants can do this with these tools:
heyva_assign_appointment_staffheyva_appointment_staffing_gapsheyva_shift_coverage