Team Management

Overview

Team Management is the central hub for managing your workforce inside the CRM. Add new staff members, assign their roles, view their current schedule, and track how they're performing — all from one screen. As your crew grows, this is where you maintain control over who has access to what, who is assigned where, and how each person is doing against key metrics.

Changes made here ripple across the system: updating a technician's role immediately adjusts their access level, and deactivating an account removes them from scheduling while preserving their historical job records.

Features

• Staff Directory — Full list of all team members with status (active/inactive), role, contact info, and assigned jobs
• Add Team Member — Invite via email; new member receives onboarding email with login instructions
• Role Assignment — Assign one of five system roles (Owner, Admin, Dispatcher, Technician, Office) — see Team Access & RBAC
• Schedule View — Per-member calendar showing all assigned jobs, tasks, and blocks
• Job Assignment Summary — How many open, in-progress, and completed jobs each member has in the current period
• Performance Metrics — Jobs completed, average job duration, on-time arrival rate, customer rating average
• Deactivation — Disable a member without deleting historical records; all their past jobs, notes, and messages are preserved

Performance Metrics Reference

Metric	Description
Jobs Completed	Count of jobs marked Complete this month
On-Time Arrival Rate	% of jobs where GPS check-in matched scheduled time ±15 min
Average Job Duration	Mean hours per completed job
Customer Rating	Average star rating from post-job review requests
Response Time	Average time to respond to assigned tasks

CRUD Reference

Object	Create	Read	Update	Delete
Team Member	✅	✅	✅	— (deactivate only)
Role Assignment	—	✅	✅	—
Schedule Entry	✅	✅	✅	✅
Performance Report	—	✅	—	—
Invite	✅	✅	—	✅ (revoke)

Notes

Only Owners and Admins can access Team Management. A deactivated member is immediately logged out of all active sessions. If a deactivated member has open job assignments, those assignments remain active — reassign them manually before deactivating. The Owner role cannot be deactivated while the account is active; transfer ownership first under Settings → Billing → Transfer Ownership.