Teams

Teams are named crews that group people together for scheduling, time tracking, and reporting. A team has a lead, members, a home branch, travel rules, and default work hours — once set up, you assign tasks to the whole team instead of naming every crew member on every task.

Most businesses set up one team per crew or shift — Installation Crew, Irrigation Crew, Maintenance Crew 1 - North, and so on. Crew members can belong to more than one team if their role spans multiple specialties.

Where to Find Teams

From the main sidebar, click People. In the People section tab bar at the top of the page, click Teams.

Navigation path: Dashboard → People → Teams

The Teams Page

The page shows a grid of every team you've set up. Click + Add Team to create a new one; right-click any row to edit or archive an existing team.

Teams list

What you see on this screen

#	Element	What it does
1	+ Add Team button	The blue button in the top-right. Opens the Create Team dialog.
2	Search bar	Filter the grid by name, code, or description as you type.
3	Team Name column	The name of the team.
4	Members column	How many crew members are currently on the team.

More columns to the right: Status (Active / Archived), Description, Branch (home base), Travel (travel mode — Direct or Indirect), Hours (hours per day), and Break (break minutes).

The Default Teams

A fresh tenant may come seeded with common construction and landscaping crews to illustrate the pattern:

Enhancement Crew — Seasonal color, mulch, pruning.
Hardscape Crew Alpha — Patios, retaining walls, outdoor kitchens.
Installation Crew — Planting, sod, bed construction.
Irrigation Crew — New installs, repairs, smart controllers.
Maintenance Crew 1, 2, 3 — Primary maintenance routes by geography.
Spray Crew - Chemicals — Pre-emergent, post-emergent applications.

Rename, archive, or replace any of these to match your business.

Creating a New Team

Click + Add Team in the top-right. The Create Team dialog opens.

Create Team dialog

Form fields

Section	Field	Required?	What to enter
Team info	Team Name	Yes	A short, clear name the whole company will recognize (e.g., Installation Crew A, Maintenance North).
	Status	Yes	Active (default) or Inactive.
	Description	No	A brief description of the team's purpose — "Primary maintenance route for Plano-East properties," etc.
Members	Members	No	Search people by name and add them to the team. You can add members here or after creating the team on its detail page.
Travel & Scheduling	Branch	No	The team's home branch. Used as the team's default reporting location.
	Travel Mode	No	Direct or Indirect. Controls where travel time between tasks is costed — see below.
	Hours Per Day	No	Default daily hours, used when scheduling tasks to the team (typically 8).
	Break Minutes	No	Default unpaid break per day in minutes (typically 30).
Notes	Notes	No	Internal notes about the team — operating area, equipment, certifications, rotation.

Click Create Team to save. The new team appears in the grid and becomes available everywhere teams are picked (scheduling, task assignment, payroll aggregation).

Travel Mode: Direct vs Indirect

Travel time between tasks has to be paid for somewhere. The Travel Mode on a team decides whether that time shows up on the tasks themselves or on a company-wide indirect project.

Mode	Where travel time is allocated	When to use it
Direct	All travel time between tasks is allocated to the tasks of that day. Travel cost lands on the customer-billable jobs.	Crews that bill clients for travel, or when you want the true cost of serving a job (including getting to it) reflected in that job's cost.
Indirect	Travel time between tasks is allocated to a company indirect project. Travel cost stays off individual jobs and rolls up as an overhead expense.	Crews whose travel is considered overhead (not directly billable), or when you want a clean comparison of pure on-site labor across jobs without travel inflating the number.

Why it matters: Setting this correctly keeps job costing honest. Mislabeling travel as Direct on an overhead crew inflates job costs and makes those jobs look unprofitable. Mislabeling as Indirect on a billable crew undercharges the customer.

The company indirect project is set up with your include GO implementation team during onboarding. If you don't know which project that is or need to change where Indirect travel posts, reach out to your implementation contact.

Editing a Team

Right-click any row and choose Edit to open the dialog with current values pre-filled. Edits take effect immediately once saved.

You can also click the team row to open its detail page, where you can manage the member roster, adjust the schedule, view recent activity, and update team-specific settings.

Archiving and Activating

You can't delete a team because historical time entries, tasks, and payroll records reference it. Instead, archive teams you no longer use — they disappear from team pickers but existing history stays intact.

Right-click a row to see the menu:

Edit — Opens the Create Team dialog with the team's values.
Archive — Marks the team Inactive. A confirmation appears first.
Activate — Shown on archived rows. Restores the team to Active.

How Teams Connect to the Rest of the App

Tasks — A task can be assigned to a team (all members inherit the assignment) instead of naming individuals.
Schedule & Gantt — The schedule view lanes by team; team capacity (Hours Per Day × members) drives workload calculations.
Time Activities — Crew members clock in for their team; time posts against the team's cost pool.
Payroll Batches — Payroll aggregates time by team for management reporting.
Travel costing — The Travel Mode setting routes travel time to either the day's tasks (Direct) or a company indirect project (Indirect).
Tags — Teams can be tagged for cross-cutting grouping (e.g., "Commercial Routes").

Who Can Edit This Page?

Users need the Teams View permission to see this page. Only users with the Teams Manage permission can create, edit, archive, or add members. By default this means Super Admin, Branch Manager, Production Manager, and HR Manager.

Tips & Best Practices

Name teams by what they do, not who's on them. "Installation Crew A" survives a crew member swap; "Mike's Crew" doesn't.
Pick Travel Mode thoughtfully. Use Direct when travel should cost individual jobs (billable crews, full-cost job analysis). Use Indirect when travel should roll up as company overhead (internal-support crews, jobs already priced without travel).
Assign a Branch. It becomes the default reporting location and anchors the team on branch-filtered reports.
Set Hours Per Day and Break Minutes to match your standard shift. These drive schedule-capacity math — a misconfigured 6-hour team will look chronically overbooked.
Archive instead of deleting. A team with one task from 2023 still has to exist so that task record stays intact. Archive it.
Let crew members be on multiple teams. A licensed tech who does both irrigation and HVAC can belong to both crews — no duplicate-person records needed.

Common Questions

Can one person be on multiple teams? Yes. Add them to every team they work on; their hours post against whichever team they clocked in for that day.

What happens to a team's history if I rename it? Everything keeps working — the new name flows through existing records. History isn't lost.

Do I have to assign a Team Lead? No — it's optional. But a designated lead can approve time for their own team and makes chat / notifications more useful.

What if my crew structure changes mid-season? Create a new team, move members over, archive the old one. Historical data stays on the old team for reporting.

Why don't I see a Team Code field in the dialog? Team codes are generated automatically. You can edit the code on the team's detail page if you need a specific value for integrations.

Can a team have zero members? Yes — useful when you're pre-creating teams before people are hired. Empty teams just don't show up in scheduling load calculations.

I archived a team by mistake. How do I get it back? Toggle the Archived filter on the Teams list, right-click the archived row, and choose Activate.

What's the "company indirect project" that Indirect travel posts to? It's a project set up by your include GO implementation team during onboarding to collect overhead time like travel, training, and shop work. If you're not sure which project that is, or if you need to change where Indirect travel posts, ask your implementation contact.

People — Where team members come from (add a Person before adding them to a Team)
Tasks — Assign tasks to a team instead of individuals
Schedule & Gantt — Lane view of team capacity across time
Time Activities — Where crew members log hours against their team
Branches — The home base assigned to each team
Roles & Permissions — Control who can edit Teams

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