How teams work

Modified on Mon, 15 Jun at 8:58 PM

INTENDED SEARCHES: team, create team, team lead, working days, working hours


Teams group employees for scheduling and dispatch.


Fields you may see:

- Team name.

- Team lead.

- Team rate.

- Default services.

- Description.

- Status.

- Color.

- Starting address.

- Working days.

- Working hours.


Steps:

1. Open the Teams area.

2. Create or edit a team.

3. Enter team name and team lead.

4. Add default services if used.

5. Add starting address.

6. Set working days and working hours.

7. Save the team.


Why this matters:

Teams help dispatch know who is available, where they start, what they do, and when they work.


Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.


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