You can assign additional support team members to a job if required. To do this you will need to create the job and select the lead Field Team Member who will complete the workflow forms, asset service records, etc.

Once you have finished scheduling the job on the chosen Field Team Member's schedule, you will then be shown the option to add a "Support Team". 

We will run some smart background algorithms and work out who is available according to the date and time you have chosen for the job. This ensures that Support Team Members can not be scheduled for jobs when they are already assigned to another job at the same date and time. Available Support Team Members will be listed and can be selected and assigned to that job as a Support Team Member.


Jump To Sections:

Mobile App View For Jobs When Assigned As A Support Team Member

Web Dashboard View When A Job Has Been Created & Scheduled With Support Team Members

Web Dashboard Scheduler View When A Job Has Been Created & Scheduled With Support Team Members

Support Team & Recurring Jobs


Mobile App View For Jobs When Assigned As A Support Team Member

The selected assigned Support Team Members on a job will receive the job on their mobile app notifying them of the job scheduled time and date, job overview details, job notes, directions and the job status.

Support Team members have no client asset details to view, no workflow forms or service records to complete, all of those elements are managed by the lead Field Team Member assigned to the job and leading the management of the job.


Web Dashboard View When A Job Has Been Created & Scheduled With Support Team Members

When a Job has been created and scheduled, you can view the support team associated with the job by clicking on the "View" button next to the job listed on the job status grid (Assigned, In Progress, Pending, Completed).

Support Team Members will be listed under the main Team Member leading the job. 


Web Dashboard Scheduler View When A Job Has Been Created & Scheduled With Support Team Members

When a Job has been created and scheduled, you can view the support team associated with the job on the Scheduler by hovering the mouse cursor over the job detailed on the scheduler.

Support Team Members on a job will also display a tag showing "Support Team Member" to give a clear indication of their role associated with a job.


Support Team & Recurring Jobs

Please note, that when creating recurring Jobs, a Support Team can not be added at the time of creation. However, you can add a Support Team to a chosen recurring job that was created by Editing the Assigned Job. The Support Team will only be added to that single job and not all recurring Jobs created.

We do this as this allows for more flexibility with team members' schedules and allows for you to decide who to add as a Support Team closer to the start date and time of the job.

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