This guide explains what Company Teams are, when to use them, and how to configure and manage them properly.
1. What Are Company Teams?
Company Teams are designed specifically for internal service providers.
Historically, organizations grouped internal technicians or crews by creating separate “companies” as a workaround. That approach:
Pollutes your company structure
Creates reporting inconsistencies
Adds unnecessary administrative overhead
Company Teams eliminate that workaround.
Instead of duplicating company records, you:
Define internal teams once
Assign users by job title
Use those teams directly in trade assignment workflows
The result: a cleaner data model and operational consistency.
2. When Should You Use Company Teams?
Use Company Teams when:
You have internal crews (e.g., refrigeration, electrical, facilities)
You need to assign internal labor through trade workflows
You want to avoid creating artificial “company” records
You want centralized team management
If you are grouping internal personnel, this is the correct tool. Do not create separate companies for internal structure.
3. Accessing the Company Teams Tab
Access is granted upon request.
Once enabled:
Navigate to the Service Providers module.
Open the Company Teams tab.
This is where all internal team configuration and validation occurs.
4. Creating a New Company Team
Step 1: Add a Team
Select Add New Company Team.
Enter a clear, specific name.
Example:
Internal Refrigeration Team
Use naming conventions that reflect:
Function (Refrigeration, Electrical, HVAC)
Region (if applicable)
Operational grouping
Avoid vague names.
Step 2: Assign Job Titles
The Job Titles dropdown determines which users are included in the team.
Important:
You are assigning roles, not individual users directly.
For example:
Select Dispatch
Select Branch Manager
When saved, all users assigned to those job titles automatically become members of the team.
This ensures:
Automatic scalability
Reduced manual maintenance
Role-based consistency
Step 3: Save
Once saved:
The team is created
All users associated with the selected job titles are added
You now have a defined internal team available for use in trade assignments.
5. Editing an Existing Team
Operational structures change. Company Teams are flexible.
To modify a team:
Open the team from the list.
Edit the assigned job titles.
Save changes.
Any updates immediately reflect the new role structure.
This allows you to:
Add new functional roles
Remove outdated ones
Adjust for organizational restructuring
6. Validating Team Membership
This tab is not just for creation—it’s for verification.
For each team, you can:
View all included users
Confirm correct job title mapping
Ensure no unintended users are included
Do not skip this step.
Incorrect team composition leads to:
Workflow assignment errors
Misrouted work orders
Reporting inaccuracies
Validate membership deliberately.
7. Best Practices for Clean Implementation
1. Keep Structure Logical
Do not over-segment teams unnecessarily.
Create teams based on:
Functional discipline
Operational necessity
Workflow relevance
2. Use Role-Based Logic
Leverage job titles correctly.
If job titles are poorly maintained in your system, Company Teams will expose that weakness. Clean up role definitions first.
3. Avoid Company Duplication
If you’re still creating internal “companies” to represent crews, stop. Use Company Teams instead.
4. Review Teams Periodically
Organizational changes require structural updates.
Schedule periodic validation of:
Team membership
Job title accuracy
Workflow alignment
8. What Comes Next?
Once teams are created, they can be:
Added to Trade Assignment
Managed through workflow automation
Used in internal routing logic
Proper team configuration is foundational. Trade workflows depend on it.
Summary
Company Teams allow you to:
Define internal service groups cleanly
Assign users by job title
Maintain structural consistency
Eliminate artificial company records
Support trade assignment workflows effectively
Configured correctly, Company Teams improve data integrity, reduce administrative friction, and align internal labor structure with operational workflows.