Field Team is the subset of your people who do the work on site, with the two permissions that matter for how a job runs.
Bookable online
Whether a customer can pick this person when booking themselves.
Worth being deliberate about. Online booking is a genuine convenience and it removes your ability to sequence the day — a customer choosing their own slot does not know that the job before it is forty minutes away. Most businesses do best with some of the team bookable and some scheduled by hand.
Can take payment
Whether this person can collect on site.
Payment at completion is the largest single improvement available to days to get paid, and it is entirely within your control. An invoice sent afterwards enters a process at the customer's end; a card taken at the door does not.
The reason to restrict it is trust and training rather than technology, which is a decision per person rather than a policy.
What it feeds
Hours worked against hours scheduled becomes technician utilisation, and labour attached to jobs becomes job costs — which is what makes margin per job answerable at all.
Both depend on time being recorded against the job rather than against the week.
Where the list comes from
The field team is drawn from your people records, so somebody appears here once they exist in the directory and are marked as working in the field.
