How to create a team

There are 3 ways you can create a team.

• Create a team from the Technicians module
• From the Roster section in Scheduling view
• Create a Team from Jobs in the 'Assign tech/team' button

Below we will cover how to create a team in 2 different ways + where to check team analytics:

• From technician's module
• Roster section in Scheduling view
• Checking analytics

Create teams from the technician's module:

• A team name is required:

• Select a color for your team

• Select the technicians you would like to include
• Click 'Confirm'

Create teams from the roster section in scheduling (drag and drop):

• Scroll down to the 'Roster' section in Scheduling view
• Click and hold on the person you want to drag into an existing or new team

• Drag and let go to add them to a team or create a new team

Where to check your teams analytics:

You can check the stats for the team by clicking into the Team and going to the Team detail page

• In the technician module scroll down to the teams section

• Select the team you want to view the analytics for
• You will see the analytics at the top

Considerations:

• Creating teams is dependent on the availability of all technicians
• The team's individual contact details will be shown - listed out - at the bottom of the cleaning reminder email

• If 1 tech is not available on a team, the team will still be able to be assigned to jobs

Do you need more help with creating teams? Email us for support at help@maidily.com