Teams

Teams in enrutar group employees under one name. You can mention them in Comments and assign them together to work orders, appointments and estimates.

1 min read Team and working hours
On this page
  1. Where are teams managed?
  2. Creating a team
  3. What are teams currently used for?
  4. Assigning teams to work orders, appointments and estimates

Where are teams managed?

To access team management, navigate to:

Creating a team

Within Teams, you can create a new one from the top right:

  1. Click Create Team.
  2. Fill in the Name field.
  3. Review the preview.
  4. Select the members who will be part of the team.
  5. Save changes.

What are teams currently used for?

Teams are used for:

  • Mentioning them in comments with @ to notify multiple people at once.

  • Assigning them as assignees or operators in Work Orders, Appointments and Estimates, to give access to all team members together.

  • Example: you can create a team called office and then type @office in a comment to mention the entire group.

Assigning teams to work orders, appointments and estimates

You can assign a team:

When assigning a team, each member inherits the corresponding access according to the Permission System.

Was this article helpful?

Thanks, this helps us improve.

What was missing? Tell us and we’ll add it. Tell us
Estimates Estimates record a commercial proposal for a customer. They are separate from work order statuses, with their own status, versions and history. Work Orders Work orders are the foundational block of enrutar. They are the structure upon which the entire system is built and the most important piece. In this… Appointments Appointments (also called visits) are scheduled events within a work order where one or more field operators perform the actual work for a customer.… Comments Comments are a fundamental unit in enrutar. They are the place where all additional information that cannot be captured in the structure of Work…