Time to complete: 10-15 minutes
After adding personnel members to your ServiceBridge account, you will need to create a team. A team is a group of your field workers who are available for dispatch.
What is the difference between personnel and teams?
A personnel member is any ServiceBridge user, while a team is a group of personnel members, or a single personnel member, available for dispatch. Jobs, such as estimates or work orders, are assigned to teams not to personnel.
How to create a team
To create a team, login to ServiceBridge and navigate to Personnel. Then, click on the "Add New" button.
Using the Create Team form, fill in the name of the team and select personnel to be team members by using the checkboxes to the left of their names. A team can have as many personnel as you would like, but each personnel can only be assigned to one team at any given time.
You are also able to add a team group or working zone for your new team, however, these are not required. A team group allows you to categorize and organize your teams. This will show up on the calendar view. A working zone is a group of zip codes that a team is assigned to work within. Both team groups and working zones can be set up under your Personnel settings.
Once you have completed the Create Team form and clicked "Save", your team is ready to take on jobs.