Add A New Team

This article covers how to create/add a new Team and assign resources to a Team.

To add a new Team, go to Team > Teams. Click the "Add Team" button.

An overlay will appear where you can add the following under the "Team Details" tab:

  1. Enter a Description
  2. Enter a Team Code. This should be shorthand for the Team. It will show up on the scheduling screens. An example would be a Team named "Maintenance Truck 1" you might call "MTruck1."
  3. If you use route sheets you can select a Default Route Sheet Format.
  4. Check Show in Calendar if you want your Team to appear as a resource on the Calendar.
  5. Choose the color of the Map Icon/Calendar Color.
  6. Enter a Map Code if you want the Team to appear as a specific color on the Dispatch Board map.
  7. Enter a Starting Address, City, State and Zip. You would enter this information if the Team starts their day from a location other than the company address. This address will be used to route. 


You don't need to add Team assignments when setting up a new Team. However, if you want to assign default resources to your new Team, the following needs to be done:

  1. Click on the "Team Assignments" tab.
  2. Click Add Assignment.
  3. Choose the resource from the drop down menu. 

  4. Select the days of the week the resource will be on the Team.
  5. Repeat, as necessary, to add all resources.
  6. Click "Save."
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