We’re excited to introduce a powerful enhancement to the Assign Resources workflow that helps dispatchers and operations teams quickly find the right workers, contractors, and vehicles when building teams for a job.

This update adds advanced filtering capabilities directly within the Assign Resources modal, making resource assignment faster, more organized, and easier to manage—especially for companies handling large crews and complex commercial moves.

👥 Who This Is For

• Dispatchers managing daily crew assignments
• Operations managers coordinating large teams
• Commercial moving companies with specialized crews
• Organizations using worker and contractor tags for workforce management
• Companies with large resource pools across multiple locations

💡 Why This Matters

As moving companies grow, finding the right people and equipment for a job becomes more challenging.

Previously, dispatchers had to manually search through long lists of:

• Workers
• Contractors
• Vehicles

This could be time-consuming, especially when looking for resources with specific roles or qualifications.

With this enhancement, dispatchers can now instantly filter resources based on:

✅ Role Type

✅ Tags

✅ Search Keywords

This significantly reduces assignment time and helps ensure the right resources are selected for every move.

📍 Where to Access

Navigate to: Operations → Assign → Create/Edit Team → Assign Resources

The new filtering options are available within the:

• Workers section
• Contractors section
• Vehicles section

👷 Worker Filtering Enhancements

Within the Workers section, users can now filter available workers using multiple criteria.

Filter by Role Type

Use the Role Type filter to quickly find workers based on their assigned roles.

Examples:

• Helper
• Driver
• Crew Leader
• Supervisor
• Foreman
• Any custom role configured in your organization

This allows dispatchers to immediately narrow the worker list to only the roles needed for a specific job.

Filter by Tags

Use the Tags filter to locate workers with specific skills, certifications, or classifications.

Examples:

• Commercial Crew
• Long Distance
• Residential
• Piano Specialist
• Packing Specialist
• Certified Driver

Multiple tags can be used to quickly refine available resources.

Search Workers

• A dedicated search box allows dispatchers to quickly locate workers by name while still applying role and tag filters.
• This is especially useful when managing large teams or multiple locations.

🤝 Contractor Filtering Enhancements

The same filtering capabilities are now available for contractors.

Filter Contractors by Tags

Dispatchers can instantly locate subcontractors that match specific job requirements.

Examples:

• Long Distance
• Commercial
• Residential
• Specialized Services

Search Contractors

• The contractor search field helps locate specific subcontractors without scrolling through lengthy resource lists.
• This makes it easier to assign external crews to the appropriate jobs.

🚚 Vehicle Filtering Enhancements

Vehicle assignments can now be streamlined using the same filtering experience.

Users can quickly identify vehicles based on:

• Vehicle type
• Tags
• Search criteria

This helps dispatchers assign the right equipment to each move without manually reviewing the entire fleet.

⚙️ How It Works

Step 1: Open Assign Resources

Create a new team or edit an existing team in the Assign screen.

Step 2: Open Filters

Click the Filter button within the Workers, Contractors, or Vehicles section.

Step 3: Apply Filters

Select:

• Role Type
• Tags
• Search Criteria

Step 4: Review Matching Resources

The list automatically updates to display only resources matching the selected filters.

Step 5: Assign Resources

Select the appropriate workers, contractors, or vehicles and save the team.

🚀 Benefits

✅ Faster team-building and resource assignment

✅ Reduce scrolling through large resource lists

✅ Quickly identify qualified workers by role

✅ Find tagged resources instantly

✅ Better support for commercial and specialty moves

✅ Improved dispatcher productivity

✅ More accurate crew and vehicle assignments

✅ Scales efficiently for companies with large workforces

✅ Available Now in Movegistics AI

The new Role Type and Tag filtering functionality is now available within the Assign Resources workflow.

Start using advanced filters today to build teams faster, improve assignment accuracy, and simplify dispatch operations for every job.