Dispatch Teams

mcurtis
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

With the new update you no longer can edit the dispatch board Team Names, I add numbers before the Team Names to put in the order we like for the board to display. Now you have to create a new team and go into each tech profile and update their team to be able to change the board appearance. 

Does anyone know an easier way to arrange the board

10 REPLIES 10

George_SST
New Contributor III

So I made a typo making a new team and cannot figure out how to delete/edit.  Is that not an option at all?

mcurtis
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I believe creating a new Team and updating each tech within that team is the only way -- The Edit option is no longer available that I am aware of 

tschraypa
New Contributor II

Wait..  so 1) no editing old names  2) have to make new teams => have to change each tech profile individually? 3) not possible to delete redundant teams either.

Very intuitive.  Maybe I just go back to putting sticky notes on my screen

harley
New Contributor II

Figured it out! On the technician dispatching team start typing what you want the team name to be and it gives option to ADD!

Hope this helps others cause I spend so much time trying to figure it out...lol

Thank you - This was driving me nuts trying to figure out such an easy fix lol.  I finally came here to search for the answer.

BrettD87
New Contributor II

How do you delete unused teams? I see now how to add one in the techs profile to show up on the dispatch but no way to delete the ones created but not used.

harley
New Contributor II

How do you create the team? This is the part I am struggling with. I have clicked on everything and can't find where you create the teams for the board

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Just to be clear, previously you were able to change team names on the dispatch board? I can still add/change team names in the technician settings. It's even more intuitive than it used to be because it provides a dropdown list of all your existing teams. You no longer have to ensure you've typed it exactly correctly to prevent creating a new team inadvertently.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

mcurtis
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Yes, before I could edit a team name -- Say I wanted my Maintenance Team on the top I would change the name to 1 Maint Team, 2 Demand Team Etc..    Then when its busy season change my board to show Selling Techs First -- 1 Selling Tech Team - 2 Demand Team Etc.

Now I need to create a new Team name to move the board, not just update the existing name. This then causes each tech in that team to have their profile updated individually.