Manage and view technician teamsLast updated on 04/18/2023
Use technician teams to keep your technicians organized by the work they perform. Having your technicians assigned to teams helps organize the Dispatch Board. It also allows you to filter by teams and report on things like performance.
Assign a technician to a team
Go to the navigation bar and click Settings
.From the side panel, click People > Technicians.
Click Edit next to the technician you want to assign to a team. The Profile tab opens.
In the Team field in the Dispatching section, enter the team name.
Select an existing team from the dropdown list, or enter a new name and select it to create a new team.
When you're finished, click Save Changes.
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View technician teams on the Dispatch Board
Go to the navigation bar and click Dispatch
.On the Dispatch Board, technician teams are listed on the left.
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Filter the Dispatch Board by teams
Go to the navigation bar and click Dispatch
.At the top of the Dispatch Board, click the Filter
icon.From the Teams dropdown, select which teams you want to see on the Dispatch Board.
When you're finished, click the dropdown again to close the selection box, then click Apply.
Note: If technicians aren’t assigned to teams, then they’ll always appear on the Dispatch Board, no matter which filters you select.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.