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Teams and Schedule Management

Use the Teams, Schedule, and Default Schedule tabs in the Technicians module to keep staffing organized and route coverage stable.

Who Can Access This​

RoleAccess Level
AdministratorFull access (admin)
OfficeView and edit
SalesView and edit
HR AdminView and edit
Payroll AdminView and edit

Teams Tab​

The Teams tab is where dispatch and office users maintain team structure.

Key capabilities include:

  • Card or table-style team layouts
  • Team creation and edits
  • Drag-and-drop technician assignment between teams
  • Team settings (office location and routing context)
  • Team member role/position display

Standard Team Update Workflow​

  1. Open Office > Technicians > Teams.
  2. Search for the team or member you need.
  3. Drag a technician to the correct team card, or open team edit controls.
  4. Save updates and verify headcount/roles in the team card.

Permission behavior:

  • Users with permission to create teams can create teams.
  • Users with permission to update teams can edit team settings/members.
  • Users with permission to delete teams can deactivate teams.

Schedule Tab (Daily Active Coverage)​

The Schedule tab uses a team-centric planning board with a sidebar + Gantt timeline model.

What you can do:

  • Pick a date and view active team schedules
  • Drag technicians into schedule slots
  • Click schedule bars to edit shifts
  • Create, update, and remove schedule blocks
  • Review absent employee context while staffing

This view is best for same-day or short-range operational changes.

Default Schedule Tab (Pattern Planning)​

Use Default Schedule for recurring baseline staffing patterns.

Highlights:

  • Week-level schedule patterns by team
  • Row or stacked display mode
  • Effective date controls (view schedule as-of a date)
  • Start/end office location filters
  • Unassigned technician sidebar
  • Drag-and-drop assignment and block adjustment

Use this tab for long-term template planning, then use the Schedule tab for day-of execution.

Practical Operating Rhythm​

  1. Build and maintain team membership in Teams.
  2. Set baseline recurring coverage in Default Schedule.
  3. Adjust daily execution in Schedule.
  4. Return to Teams when staffing or role changes are needed.

Troubleshooting​

Drag-and-drop does not save​

Confirm your role includes schedule/team update permissions and retry. If it still fails, refresh and check network/API errors.

No schedules appear for selected date​

  1. Check date selection first.
  2. Clear location filters.
  3. Confirm schedule blocks are effective on that date.

Team edit buttons are missing​

Those controls are permission-gated. Ask an administrator to verify that your role has permission to update teams, along with the related team permissions.

  • Technicians Overview - Main page workflow, list management, and add/import actions
  • Technician Profile Workspace - Detailed technician-level management after assignment
  • Teams Tab - Detailed guide to creating teams, drag-and-drop member assignment, team settings, and clock-in policies
  • Schedule Tab - Detailed guide to the daily Gantt view, sidebar sections, and schedule entry drawer
  • Default Schedule Tab - Detailed guide to setting recurring weekly staffing patterns, effective dates, and block management