Adding Technician or Equipment to Service Team
To add a technician/equipment:
1. Locate the Service Team by searching in the sidebar or from a list view in the Service Teams tab and then click the team name to which you want to add members.
2. In the Technician/Equipment related list, click New. The Service Team name appears.
3. Enter the technician or equipment's full name.
4. Enter the relevant details. See Technician or Equipment Fields for more information about the available fields.
5. Click Save to add the technician or equipment.
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A Service Team can have an unlimited number of members. Repeat the above steps for each member you want to associate with the group. You can also click Save & New after creating a new Service Team member record.
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