Using Teams in Cloud

Created by Alsabana Sahubarali, Modified on Mon, 4 Nov, 2024 at 9:09 AM by Alsabana Sahubarali

To preface: We don't recommend using "teams" in the traditional sense (two people always grouped together. The system is not designed around the old concept as "teams" don't call out sick. Teams don't quit. Teams don't run two hours late for a flat tire for dispatch. So, operationally, I recommend having a conversation with your Primary Business Coach regarding using teams.Â

That being said, to set up teams:

Go to the My Offices tab in your Cloud

Scroll down to the Teams section

Click New Team

Choose a name

Once a team is setup, you can click on the team in the Team list under My Offices and add a new Team Member

Teams work as placeholders in Cloud and do not function the same as in CEO. So, if you assign a team to a job or series, the team name will not show on the job. Instead, Cloud looks up the team members and adds them to the Job or Series - teams essentially function to save you a few mouse clicks. So, even though you have two (or maybe even three) employees on a Team, they will still show individually on the Dispatch Board (so, one job will be split 2-3 times between the employees), and each employee will also receive their own work order for the job as well.

Using Teams in Cloud does two things:

Using teams allows for easier scheduling, as you can pick a team instead of two individuals. Whichever Pros are on that specific team will be assigned to a job/series.Â

The team is listed under the Pro's name on the Dispatch Calendar (on the list on the left side of the screen). This way, if you're looking for availability for the whole Team, you can quickly filter out the other employees and only show specific Pros by Team.Â