Build the team
Give every person a clear place in the operation.
Invite team members, assign roles, connect locations, and make it clear what each person can see and do.
Roles, locations, skills, and shifts. Who can see what, and who can be sent where.
What Team handles
Build the team
Invite team members, assign roles, connect locations, and make it clear what each person can see and do.
Set capability
Use services and job titles to show who is qualified for each kind of work, so the right jobs reach the right people.
Set the schedule
Create repeating shifts, publish the week, and record approved time off so booking and dispatch use the real schedule.
Protect access
Owners, managers, dispatchers, and technicians see the work that belongs to them, while sensitive access stays controlled.
How Team connects
Team settings do more than describe a person. They guide who can see work, who can perform it, who can be booked, and who needs to be notified when the day changes.
Services and qualifications
Service capability and job titles tell scheduling and Dispatch who can perform the work before a job is offered or assigned.
Shifts and appointments
Working hours, published shifts, and approved time off help the office and Perseus offer times people can actually cover.
Locations and access
Location assignments and permissions keep teams focused on the customers, jobs, and operational areas they are responsible for.
The team flow
Add the person, choose the role, and connect them to the locations and areas they support.
Set the job title and services they can perform so the right work can find them.
Publish shifts, record approved time off, and keep bookable hours up to date.
Let booking, Perseus, and Dispatch work from the same availability and access rules.
What Team keeps together
Team