Organize and reorder technician teams

Overview

Use the Teams Management screen to organize technicians and teams on your Dispatch Board in the way that works best for your business. This helps reduce confusion about team assignments and increase operational efficiency.

Things to know

• By default, only Admin and Owner roles can use Teams Management. Other office roles can view Teams Management but aren't able to make changes. If you want to allow other employees to use Teams Management, enable the Edit teams permission in Settings > People > Role Permissions > Edit. For more, see Set permissions for an employee or technician role.        

  Note: Make sure only the employees you want to have access to this feature have the permission enabled. You can also use the audit trail to check what changes were made.

• Any time you make and save changes in Teams Management, click Sync   on the Dispatch Board to refresh it and see the updates.

Use cases

• You want to order your Dispatch Board based on who will get jobs first so you rearrange the order of your technicians in each team.

• New technicians are onboarding to the company. As a dispatcher, you need to add them to the team they will be working on.

Open Teams Management

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Dispatch Board > Teams Management.

Note: When Teams Management is enabled, you can only create teams on the Teams Management screen. You can assign technicians to teams in Teams Management and also in technician profiles. The tooltip in technician profiles tells you where to go to create and edit teams.

Reorder teams

To reorder the way teams appear on your Dispatch Board:

1. On the Active teams tab in Teams Management, click Move next to the team you want to reorder.

2. In the menu that opens, select one of the following options:        

   • Move Up

   • Move Down

   • Move to top of list

   • Move to bottom of list

   • Sort A to Z

   • Sort Z to A

3. Click Save to save your changes.        

   Tip: You can also make bulk changes. Select the teams you want to reorder as a group, then click Move Up or Move Down. You can also click More and select Move to Top of List, Move to Bottom of List, or sort the list from A to Z or Z to A.

   

Reorder technicians within a team

To reorder the way technicians appear within teams on your Dispatch Board:

1. On the Active teams tab in Teams Management, click Expandnext to the team in which you want to reorder technicians.

2. Click Move next to the technician you want to reorder.

3. In the menu that opens, select one of the following options:        

   • Move Up

   • Move Down

   • Move to top of list

   • Move to bottom of list

   • Sort A to Z

   • Sort Z to A

   • Select another team

4. Click Save to save your changes.        

   Tip: You can also make bulk changes. Select the teams you want to reorder as a group, then click Move Up or Move Down. You can also click More and select Move to Top of List, Move to Bottom of List, or sort the list from A to Z or Z to A.

Move a technician from one team to another

1. On the Active teams tab in Teams Management, click Expand next to the team you want to move a technician from.

2. Click Move next to the technician you want to move to another team.

3. In the menu that opens, click Select another team.

   

   Tip: You can also make bulk changes. Select the technicians you want to move as a group, click More , and then click Select another team.

   

Add unassigned technicians to an existing team

1. On the Active teams tab in Teams Management, click Expandnext to No team assigned.

2. Select the technician or technicians you want to add to an existing team.

3. At the top of the screen, click More.

4. In the menu that opens, click Select another team.

5. In the dropdown that opens, search for and select the team that you want to add the selected technician or technicians to.

   

6. Click Save to save your changes.

Remove a technician from a team

1. On the Active teams tab in Teams Management, click Expandnext to the team you want to remove a technician from.

2. In the menu that opens, click Removenext to the technician you want to remove from the team. 

3. Click Save to save your changes.        

   Tip: You can also make bulk changes. Select the technicians you want to remove as a group, click More, and then click Remove from team.

      

Want to learn more?

• See Teams Management overview

• See Manage and view technician teams

• See Use the Teams Management Audit Trail

• See the Dispatching landing page in the ServiceTitan Knowledge Base