Work Order #4471 — HVAC, Store #204
One decision: who handles this?
INTERNAL TEAM
→ Team Lead's queue
Scoped Teams
Teams scoped to a property and a service category, with a designated Team Lead, ready to receive work.
Your roster shouldn't live in a spreadsheet with someone's cell number scribbled next to it.
Build real teams in LeanSite, scoped to a property and a trade, with a designated Team Lead and a roster that's actually current. New technicians join with a secure link, not a shared doc and a phone call to walk them through it.
Running internal teams on Leansite today
Everything that's actually in here
Standing up a real team shouldn't take a spreadsheet and a group text.
This is the structure underneath the dispatch, who's on the team, who leads it, and how a new hire actually gets in the system.
Set Up Payments
Completed jobs
Get Paid →Agents
Secure Deep-Link Onboarding
A new technician gets an invite link, taps it, and lands in the app already assigned to the right team. No manual account setup.
Confirm Location
Location captured only for attendance
Roster Management
Add or remove Team Members, change the Team Lead, every change logged, nothing happens quietly.
Marketplace
+ Create New Request- HVAC MaintenanceOpen for Bid
- HVAC MaintenanceOpen for Bid
- Electrical PMOpen for Bid
Trade-Scoped Teams
Every team is scoped to a specific trade and property, not a vague catch-all that never quite makes sense.
Work Order #4471 — HVAC, Store #204
One decision: who handles this?
INTERNAL TEAM
→ Team Lead's queue
Scoped Teams
Teams scoped to a property and a service category, with a designated Team Lead, ready to receive work.
Set Up Payments
Completed jobs
Get Paid →Agents
Secure Deep-Link Onboarding
A new technician gets an invite link, taps it, and lands in the app already assigned to the right team. No manual account setup.
Confirm Location
Location captured only for attendance
Roster Management
Add or remove Team Members, change the Team Lead, every change logged, nothing happens quietly.
Marketplace
+ Create New Request- HVAC MaintenanceOpen for Bid
- HVAC MaintenanceOpen for Bid
- Electrical PMOpen for Bid
Trade-Scoped Teams
Every team is scoped to a specific trade and property, not a vague catch-all that never quite makes sense.
BULK DISPATCH
40 Properties
PropertyAssignment Type
123 Oak StInternal
The Workforce Portal
A dedicated home base for Team Leads, separate from the FM Portal, built for managing people and delegating work.
Q3 PM - HVAC Unit #7
Auto-DispatchedAssigned To:
Mike Torres - HVAC Tech
Cross-Platform Status Sync
FM Portal, Workforce Portal, Agent app, Admin Portal, everyone sees the same real-time status, always.
Parts used
- 2× Run capacitor$48
- 1× Return-air filter$22
Role-Based Access
Team Leads manage their roster and queue; members see only the work that's theirs.
New assignment
nowWO #4471 · tap to view details.
Live Availability
See who's on the clock and available before you assign, not after the job's already stuck.
BULK DISPATCH
40 Properties
PropertyAssignment Type
123 Oak StInternal
The Workforce Portal
A dedicated home base for Team Leads, separate from the FM Portal, built for managing people and delegating work.
Q3 PM - HVAC Unit #7
Auto-DispatchedAssigned To:
Mike Torres - HVAC Tech
Cross-Platform Status Sync
FM Portal, Workforce Portal, Agent app, Admin Portal, everyone sees the same real-time status, always.
Parts used
- 2× Run capacitor$48
- 1× Return-air filter$22
Role-Based Access
Team Leads manage their roster and queue; members see only the work that's theirs.
New assignment
nowWO #4471 · tap to view details.
Live Availability
See who's on the clock and available before you assign, not after the job's already stuck.
A new technician starts Monday. Here's the whole onboarding.
No shared login, no “here's a doc with everyone's number.” Just a link.
Step 1 of 5
Team already exists
Name, category, property, lead.
Hospital and government contracts can run internal field operations on LeanSite without compromise.
One dashboard, both kinds of work
- Filter by team to see each crew's open and completed work
- Compare in-house and vendor jobs side by side
- Team Leads and the FM get the same completion notice for every job
A roster that's real. Onboarding that doesn't need a phone call.
%
Faster time to onboard a new technician
%
FM, Workforce, Agent, and Admin all see the same real-time status
100%
Of roster changes logged, no mystery about who added or removed
The moments that used to mean a spreadsheet update and a group text.
Two worth a closer look
Onboarding With One Link
Invite a new technician and they get a secure deep-link. Tap it, and they're in the app, already assigned to the right team, no separate account creation process to walk through.
A Roster That's Actually Current
Add a member, remove one, swap the Team Lead when someone gets promoted, every change is immediate and logged, not a spreadsheet someone forgot to update three months ago.
One View, Every Team
An Org Owner sees every internal team, at every property, in one place, not five different property managers each keeping their own list.
Every "wait, who's even on this team?" moment, gone.
How field teams actually use it
Standing up a new team in minutes
Name, category, property, Team Lead, a real team, ready to receive work, not a project that takes a week.
A new hire's first day, without the manual setup
They get a link, tap it, and they're in, assigned, onboarded, ready to receive a job.
Someone gets promoted to Team Lead
Swap the lead in the roster, the change is immediate and logged, no re-creating the team from scratch.
An Org Owner checking every team at once
Every internal team, every property, one view, instead of calling five property managers to ask who's on staff.
Running internal field ops for a hospital or government contract
The audit trail and RBAC controls that enterprise agreements actually require, built in from the start.
Knowing exactly who changed the roster, and when
Every add, removal, and Team Lead swap is logged permanently, no guessing who did what.
We were spending thousands each month juggling multiple vendors. With Leansite's centralized dashboard, we now track, manage, and approve work orders in one place. The cost savings and efficiency gains have been incredible.
Bring us your roster in a spreadsheet.
The one held together by a group text. We'll show you what a real team looks like in the system.