Assigning Teams to Invoices
Team assignment is the process of linking one or more work teams to an invoice so that the right people are responsible for fulfilling the job. Whether you are scheduling an installation crew, dispatching a delivery team, or coordinating a service call, assigning teams ensures that every invoice has clear ownership from start to finish.
Permission Required
To assign teams you need the TEAMS_ASSIGN permission. Without this permission, the Assign Team button and related controls will not be visible on the invoice form.
How to Assign a Team
There are two ways to assign a team from the invoice form:
Using the Toolbar Button
- Open the invoice in the Invoice screen.
- Click the Assign Team button on the toolbar (tsbAssignTeam).
- The FrmAssignTeam dialog opens.
- Select a team from the available teams grid and click Assign.
Using the Assigned Teams Tab
You can also navigate directly to the Assigned Teams tab on the invoice form. This tab displays all teams currently assigned to the invoice and provides controls to add or remove assignments.
The FrmAssignTeam Dialog
When you open the Assign Team dialog, AccuArk displays a grid of teams available at your current location. The grid includes the following columns:
| Column | Description |
|---|---|
| Team Name | The name of the team |
| Type | The team's specialty: Installation, Delivery, Service, Repair, or Custom |
| Captain | The designated team captain responsible for leading the crew |
| Members | The total number of members on the team |
| Status | Whether the team is Active or Inactive |
Select the team you want and click Assign to link it to the invoice.
Team Types
AccuArk supports five team types to help you organize your workforce:
- Installation — teams that install products or equipment at customer sites
- Delivery — teams responsible for transporting goods to the customer
- Service — teams that perform ongoing service or maintenance work
- Repair — teams that handle repair jobs and warranty work
- Custom — a flexible type for any team that does not fit the standard categories
Global Teams
If your business operates across multiple locations, you can enable global teams. When the AllowGlobalTeams setting is turned on for a location, teams from other locations become available in the Assign Team dialog. This is useful when a specialized crew needs to be dispatched across sites without creating duplicate team records at every location.
Multiple Team Assignments
A single invoice can have multiple teams assigned to it. For example, a large project might require an installation team and a separate delivery team. Each assignment is tracked independently with its own status, captain, and assignment date.
Viewing Assigned Teams
The Assigned Teams tab on the invoice form shows all current assignments in a grid with the team name, type, status, captain name, and the date the assignment was created. From this tab you can also schedule work, log progress, and view the work order for each team.
Removing a Team Assignment
To remove a team from an invoice, select the assignment on the Assigned Teams tab and click Remove. This unlinks the team from the invoice but does not delete the team itself. Any progress log entries or schedule entries associated with that team remain in the system for audit purposes.
How It Connects
Team assignment is the first step in the field operations workflow. Once a team is assigned, you can schedule specific work dates and times, generate work orders for the field crew, and track progress through the job progress log. The team captain can view all of their assignments from the My Team Dashboard.