Teams group users so you can organize work by trade or function and assign work orders to a whole crew at once. Each team has a type, members with team-level roles, and optional skills or tags.
Teams page showing team cards with team type, member count, and skills tags

The Teams page listing teams by type with member counts

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Team types

When creating a team, choose the type that matches its function:
  • Maintenance
  • Electrical
  • Plumbing
  • HVAC
  • Production
  • Escalation
  • Safety
  • Management
Use an Escalation team for SLA breaches and urgent issues, and a Safety team for incident-related work, so the right people are pulled in automatically when you assign by team.

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Create a team

1

Open Teams

Go to Teams in the left navigation and select Create Team.
2

Name the team and choose a type

Enter a team name (for example, “Night Shift HVAC”) and select one of the team types above.
3

Add members

Search for users and add each one with a team role:
  • Leader — owns the team and its assignments
  • Supervisor — oversees day-to-day work
  • Member — carries out assigned work
4

Add skills and tags

Add skills (for example, “chiller repair”, “BMS”, “certified electrician”) and tags to make the team easy to find and match to work.
5

Save

The team is now available for assignment across the app.
Create Team form showing name, team type dropdown, member picker with roles, and skills input

The create team form with type, members, and skills fields

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Manage members and roles

  1. Open the team from the Teams page.
  2. Use Add Member to bring in more users, choosing leader, supervisor, or member for each.
  3. Change a person’s team role or remove them from the member list at any time.
Team roles (leader/supervisor/member) are separate from organization roles (Admin, Technician, and so on). A user’s organization role still controls what they can do in each module — see Roles and permissions.

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Skills and tags

Skills and tags describe what a team can do. Edit them from the team detail page:
  • Skills capture capabilities and certifications.
  • Tags are free-form labels for filtering and search.
Team detail page with editable skills and tags chips

Editing a team's skills and tags

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Assign teams to work orders

When creating or editing a work order, choose a team in the assignment section instead of (or alongside) individual users. Every member can see the work order; the leader and supervisor coordinate who completes it.
  • Assign recurring trade work (for example, all HVAC PMs) to the matching trade team.
  • Combine team assignment with location scope so site crews only see their own sites.
See Work Orders for the full assignment workflow.