Teams & Schedule

Teams manager

Open Teams & Schedule → Teams to create or maintain the crews that appear everywhere else (job wizard, schedule board, timesheets).

Search & filters: the search box matches team names, descriptions, and member names. Toggle Show archived when you need to bring back an old crew.
Create or edit a team: click New Team (or Edit) to give it a clear name plus optional description (e.g., “Service – Fire”). Save and the team is instantly available in the job wizard and schedule filters.
Status badge: Active vs Archived. Active teams can be scheduled; archived ones are hidden unless you toggle the filter.
People link: use the Manage people button to add technicians/contractors before placing them on a team.

Managing members

Click Manage members on any row to open the drawer.
Add member: select a person (only unassigned, non-archived people appear), optionally type a role (“Lead tech”), and click Add member. Roles are surfaced on schedule exports and crew briefs.
Removal safeguards: removing a member runs a schedule check. If they’re assigned to upcoming entries you’ll see the conflicts listed—you must reassign or cancel those visits before the removal succeeds.
Past members: the dialog lists inactive/previous members under “Past members” so history stays intact.

Archiving or restoring

Use Archive when a crew is retired. Before confirming you’ll see a preview of upcoming schedule entries.
Decide whether to reassign those entries to another team or cancel them in bulk (there’s a checkbox in the dialog). The confirmation toast summarises how many entries moved vs cancelled.
Restore immediately brings the team back with the previous membership intact.

Schedule board (overview)

Open Teams & Schedule → Board (/app/schedule) to place work on the calendar. The board mirrors the experience documented in Schedule board; highlights:

Eight-week view with teams on the X-axis and days on the Y-axis.
Status badges (Tentative, Confirmed, Completed, Cancelled) so ops know what’s locked in.
Drag-and-drop rescheduling plus resize handles for multi-day work.
Conflict warnings when teams overlap, with a stacked-entry popover listing clashes.
New entry form for quickly booking a job, choosing start/end times, status, description, and notes.
Filters for team, month, and search (job number or client); opening the board from a job auto-highlights that job’s entries.

Tip: Teams are the primary filter on the board, so keep the roster clean—archiving unused crews reduces visual noise and prevents scheduling mistakes.

Best practices

Name teams by discipline or geography (“Service – Fire”, “Projects – South”) so everyone knows where to book work.
Keep membership current: remove technicians that leave, and add contractors with a role so dispatchers know who is who.
Preview before archiving: let the dialog show you what work needs to be reassigned so you don’t accidentally drop bookings.
Use the job wizard: when converting a quote to a job, pick the right team; the schedule board will preselect it for the first booking.
Learn the board view: for deeper coverage (conflicts, editing, troubleshooting) read the dedicated Schedule board guide.