Team Management and a Dedicated Job Backlog: Two Features That Keep Your Field Service Company Running Smoothly

Running a field service company is not a solo sport -- even if you started out alone. The moment you bring on a second technician, you need a way to track who is doing what. And when your calendar is full, you need a system that remembers the clients you could not fit in today so you can call them back tomorrow.

Check-in ARTISAN now ships with two features built exactly for these situations: Team Member Management and a dedicated Waiting List page.

Managing your team

Until now, the lead technician and assistant fields on site visits pulled from user accounts attached to your business. That worked, but it meant every staff member needed a Check-in ARTISAN login -- overkill if all you need is a name in a dropdown.

The new Team section under Settings takes a simpler approach. You add team members by entering a first name and a last name. That is it. No email, no password, no invitation flow. Just the names of the people who work in your company.

Once your team is set up, those names appear automatically in the site visit form:

• Lead technician -- the primary person responsible for the job.
• Assistant 1 -- an optional first helper.
• Assistant 2 -- an optional second helper.

This gives you clean, structured records of who worked on every site visit. Over time, you can see patterns -- who handles the most jobs, which technician tends to work with which job types, and how to balance the workload across your team.

Getting started

1. Go to Settings > Team.
2. Click New and enter the first and last name of each team member.
3. That is it. Your team members are now available in every site visit form.

You can edit or remove team members at any time. If you remove someone, any site visits they were assigned to will simply show the field as empty -- no data is lost.

A dedicated waiting list page

The waiting list toggle on site visits has been available since day one. You flag a visit as "waiting list" when a client wants to be seen but there is no slot available. The problem was that these waiting visits lived mixed in with all your other site visits, and the only way to see them was to apply a filter.

Now there is a better way. The new Waiting List page sits in the Business navigation group, right after Site Visits. Open it and you see every backlogged site visit, sorted by creation date -- oldest first.

This order matters. The client who has been waiting the longest should be the first one you call when a job slot opens up or a cancellation occurs. The page makes that obvious at a glance.

From the waiting list page, you can click any visit to edit it. Assign a date and time, turn off the waiting list toggle, and the visit moves back to your regular calendar. The client gets their slot, and you fill a gap that would otherwise have been dead time.

Why a separate page matters

Filters are useful, but they require you to remember to use them. A dedicated page in your navigation is always visible. It is a constant, gentle reminder that there are people waiting to hear from you. That reminder can be the difference between a full calendar and empty slots.

Better together

These two features work hand in hand. When a slot opens up, you check the waiting list page, pick the longest-waiting client, and create or update the site visit with the right lead technician assigned. Everything is tracked, everyone is accounted for, and no client falls through the cracks.

Small features, big impact. That is the Check-in ARTISAN philosophy.