How to manage and view technician teamsLast updated on 03/22/2022
Technician teams are used to help keep your technicians organized by the work they perform. Having your technicians assigned to teams helps organize the Dispatch board and allows you to filter by teams and report on things like performance.
How to assign a technician to a team
To assign a technician to a team, complete the following:
Navigate to Settings. On the side panel, click People > Technicians.
Click Edit for the technician you wish to assign to a team.
The Profile tab opens by default.
In the Team field in the Dispatching section, enter the team name. You can create a new team or add the technician to an existing team.
When you are finished, click Save Changes.
How to view technician teams
To view technician teams, complete the following:
Navigate to the Dispatch Board.
On the Dispatch Board, you can see the technician teams.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.