This guide walks through the operational flow after creating a Company Team:
Add the team to a Trade Assignment
Generate a Service Request
Create a Work Order assigned to the internal team
Assign a technician
Manage the work order lifecycle
The objective is straightforward: internal team assignment without duplicating company records.
1. Add the Company Team to Trade Assignment
Once your internal team (e.g., Internal Refrigeration) is created, it must be attached to a trade and location.
Step 1: Navigate to Trade Assignment
Go to your Trade Assignment configuration.
Step 2: Select Trade and Location
Example:
Trade: Refrigeration
Location: West Hollywood
Step 3: Add a New SP Rank
Select Add New Rank.
Under Service Providers, you will now see your available Company Teams.
Select:
Internal Refrigeration (Company Team)
Click Assign.
You have now:
Linked your internal team to a specific trade
Defined it as an available service provider option
Integrated it into the trade routing logic
This is the structural step that enables internal dispatching.
2. Create a Service Request
Now test the assignment.
Step 1: Create a Service Request
Location: West Hollywood
Select a Refrigeration asset
The system will automatically determine the appropriate trade (Refrigeration).
Select Yes, Proceed.
You will now see the list of service providers configured under Trade Assignment — including your Internal Refrigeration Company Team.
3. Create the Work Order Assigned to the Company Team
Select the Internal Refrigeration team from the provider list.
Create the Work Order.
What just happened?
You created a Work Order assigned to an internal team — not a separate company record.
This keeps:
Company structure clean
Reporting consistent
Internal labor logically grouped
4. Assign a Technician from the Team
Here is the key operational difference.
Open the Work Order.
Select the Edit (pencil icon).
In the Technician Assigned dropdown:
You will now see users who:
Belong to the assigned Company Team
Have access to the Work Order
Example:
Ruby (member of Internal Refrigeration team)
Select the technician and save.
The technician will receive a:
“You have been assigned to this work order” notification.
This initiates technician-level accountability.
5. Work Order Status Behavior (Internally Managed)
Work Orders assigned to Company Teams are internally managed.
This means:
Users with proper access can update statuses
Actions can be modified directly
Workflow progression is not dependent on external provider portals
However, best practice is clear:
The assigned technician (or team members) should manage the work order from start to finish.
That includes:
Updating status
Logging actions
Closing out the work
Avoid centralized micromanagement unless operationally necessary.
6. Operational Flow Summary
The lifecycle now looks like this:
Create Company Team
Attach Team to Trade Assignment
Generate Service Request
Select Internal Team as Service Provider
Create Work Order
Assign Technician
Technician manages work through completion
This structure supports internal dispatch without:
Creating duplicate companies
Compromising reporting clarity
Adding administrative overhead
7. Why This Matters
Without Company Teams:
Internal crews required separate company records
Technician assignment was less structured
Trade assignment logic became messy
With Company Teams:
Internal labor is grouped cleanly
Technician dropdown is controlled and accurate
Trade routing includes internal providers seamlessly
This is a structural improvement — not just a UI enhancement.
8. What’s Next
Company Teams now support:
Internal dispatch
Technician-level assignment
Full work order lifecycle management
Additional enhancements are planned for:
Dispatch workflows
Time tracking modules
Final Takeaway
The goal is simple:
Internal team assignment without extra company setup.
If configured correctly:
Trade logic stays clean
Technician assignment becomes precise
Work order management remains fully controlled internally
Implement it correctly once. Then scale it.