How-To Guide Intermediate 10 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

  1. Add team members in Account > Team
  2. Assign appropriate roles (Editor for techs)
  3. Set up individual calendar views
  4. 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 Bot

Bizzy Can Do This For You

Instead of doing this manually, just tell Bizzy:

"Help me manage field teams"

Tags:

workflow team field-service scheduling management

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Last updated: February 1, 2025

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