How-To GuideIntermediate10 min read
Managing Field Service Teams with Local Business Pro
Coordinate field technicians with calendar management, job assignments, and equipment tracking.
Quick Answer: Add team members with appropriate roles, assign jobs to specific technicians, use calendar views to manage daily schedules, and track equipment assignments per job.
Team Setup
- Add team members in Account > Team
- Assign appropriate roles (Editor for techs)
- Set up individual calendar views
- Configure notification preferences
Daily Management
- View by technician - See each person's schedule
- Job assignment - Assign jobs to specific team members
- Route planning - Use map view for efficient routing
- Status updates - Track job progress in real-time
Field Team Tips
- Use mobile app for field updates
- Document with photos from job site
- Track time on each job
- Complete jobs before leaving site
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"Help me manage field teams"Tags:
workflowteamfield-serviceschedulingmanagement
Was this article helpful?
Related Articles
How-To
Best Practices for Managing Team Availability
Manage your team's calendar availability in Local Business Pro for efficient appointment scheduling.
Beginner4 min read
How-To
Step-by-Step: Managing the Complete Job Lifecycle
Manage jobs from creation through completion and invoicing in Local Business Pro.
Beginner5 min read
How-ToVideo
Creating and Assigning Jobs
Learn to create jobs, assign technicians, and set up scheduling efficiently.
Beginner8 min read
Back to Jobs & Scheduling
Last updated: February 1, 2025