Team & Availability

Team profiles, skills, certifications, weekly schedule, service radius, PTO blockers.

Team profiles plus the per-tech schedule and service area the slot finder runs on. (The module was called Workers; it's Team now.)

The Team list with name, employee number, contact icons, and active status — The team roster. Each row opens the profile, skills, schedule, and service area.

Profile fields

The linked user account, name, role, and calendar color.
Pay type (Hourly, Salary, or Flat) and pay rate.
Skills (comma-separated): these gate the slot finder.
Certifications and hire date.

Schedule & Service Area tab

Base location: the lat/lng or address the tech starts and ends the day at.
Service radius (miles): how far the tech will travel from base (defaults to 25).
Weekly schedule: Monday through Sunday, a start and end time per day, or Off.

These feed the slot finder. Leave them blank and it falls back to your tenant-wide working hours.

The Schedule and Service Area tab on a technician showing a service radius slider and a seven-day working hours grid — Schedule & Service Area: the radius and working hours the slot finder honours when it ranks this tech.

Availability blockers

Team detail -> Availability. Add a blocker for PTO, sick days, or training: a date range and a note. Blockers show on the calendar and the slot finder routes around them.

The Technician Availability list showing holiday, training, PTO, and sick blockers with approval status — Availability blockers. An approved block takes the tech out of slot suggestions for those dates.

In Analytics

Analytics -> Operational Efficiency: revenue per tech, jobs per day per tech, overtime %.

Plan tier

Team is on every plan.