How to Add a Team to a Job
Assigning a Job to a specific team helps keep your workflow organized and ensures the right group of workers handles the task. This guide will show you how to link a team to a Job and assign it to the correct team member.
Important Note: While you can add a team to a Job, the Job will remain unassigned until you select a specific person. To ensure the Job is successfully dispatched and visible on a worker's mobile app, always select an individual worker from the Assigned to dropdown!
Step 1: Go to the Dispatch menu, select All jobs and then click on the Job you want to update from your list.
Step 2: Ensure the Job Info tab is selected and scroll down to Assignment section.
Step 3: Open the Team dropdown and select the team you want to associate with this Job.
Step 4: Open the Assigned to dropdown and select the specific team member who will complete the work. You can also click Best Fit to help find an available worker.
Step 5: Click Save at the bottom right of the screen to apply your changes.
