Creating and Managing Teams

Teams help you organize your crew so the right people get assigned to the right jobs. This article walks you through creating teams, managing membership, and keeping your team structure up to date as your business grows.

Creating a new team

1. Go to Setup > Teams in the sidebar.

2. Click the Create Team button.

3. Fill in the team details:

   • Name — A clear, descriptive name (e.g., "Roofing Crew A," "HVAC Technicians," "Emergency Response").

   • Description (optional) — A short note about what this team handles. This is for your own reference and is visible to admins only.

4. Click Create to save the team.

Your new team starts with zero members. The next step is to add people.

Adding members to a team

1. Open the team by clicking its card on the Setup > Teams page.

2. Click Add Member.

3. Select one or more team members from the list. Only active members who aren't already on this team are shown.

4. Click Add to confirm.

The member count on the team card updates immediately.

Tip: A team member can belong to multiple teams. If you have a technician who handles both HVAC and electrical work, add them to both teams so they appear as eligible for appointment types linked to either one.

Removing members from a team

1. Open the team.

2. Find the member you want to remove.

3. Click the Remove button (or the "X" icon) next to their name.

4. Confirm the removal.

Removing a member from a team does not deactivate their account or affect their other team memberships. It only removes them from this specific team's scheduling eligibility.

Viewing the member count

Each team card on the Setup > Teams page displays the current member count. Click into the team to see the full list of who's on it, along with each person's role and status.

Editing team details

1. Open the team.

2. Click the Edit button (or the pencil icon).

3. Update the team name or description.

4. Click Save.

Changes take effect immediately. If you rename a team, the new name will appear everywhere the team is referenced, including appointment type settings.

Deleting a team

1. Open the team.

2. Click Delete Team (usually found in the team settings or via a menu).

3. Confirm the deletion.

What happens when you delete a team:

• The team is removed from the Teams page.

• Members are not deactivated — they remain active in your organization and on any other teams they belong to.

• Appointment types that were linked to this team will need to be updated to assign a different team or individual members. Check your appointment type settings after deleting a team to make sure nothing is left unassigned.

Note: Deleting a team cannot be undone. If you're unsure, consider removing members from the team instead — that keeps the team structure intact for later use.

Best practices

• Name teams by function or crew — "Install Crew," "Inspection Team," and "Service Techs" are clearer than "Team 1" and "Team 2."

• Keep teams small and focused — If a team has 15+ members, consider splitting it by geography or specialization.

• Review team membership regularly — As people join, leave, or change roles in your business, update your teams so the scheduler stays accurate.

Next steps

• Inviting Users — Bring new people into Driive so you can add them to teams.

• Teams Overview — Understand how teams connect to appointment types and availability.

• Appointment Types — Link your teams to the services you offer.