📘 Screen: Team
The Team screen registers the farm's work crews and defines who is responsible for each activity. E.g.: Spraying Team, Planting Crew, Harvest Team, or a contracted crew hired for the season. The team is what appears on the header of the work order and what receives the notice when a new work order is created.
📍 Location in the system
Menu: Operations > Team
🧩 Main function
Group employees and machines under one person in charge, so that field activities are assigned to a group and not to scattered individuals. The team also defines where work orders, checklists and maintenance plans are sent, and stores the contact used for notifications.
📝 Main fields
| Field | Description |
|---|---|
| Description | Team name (e.g., "APL AEREA", "COLHEITA", "PLANTIO"). |
| Code | Team identifier. |
| Sector | Internal grouping, useful when the farm separates teams by area or farm (e.g., "BOA VISTA", "PRIMAVERA"). |
| Application type | All, Ground or Aerial. Lets you separate teams by the type of application they perform. |
| Integration | The team's reference code in external systems, used in the integration mapping. |
| Active | Defines whether the team is available for use. |
👁 Show in
These are checkboxes that define in which system fields that team appears for selection — each option matches exactly the field named in it:
- Show in the Execution Team options (Work Order/Activity)
- Show in the Technical Lead Team options (Work Order/Activity)
- Show in the Checklist options
By checking only what makes sense for each team, the selection list stays short and the operator makes fewer mistakes.
📲 Person in charge
This is where you set the team contact, used for WhatsApp notices. For sending to work, the
company must be enabled in the customizations, in
File > Company/Crop Settings — without that, filling in the contact doesn't make the
message go out.
| Field | Description |
|---|---|
| 1 - Number (WhatsApp) | Number that receives the messages. |
| 2 - Responsible user | Who answers for the team within the system. |
| 3 - Contact (Ideal for groups) | Accepts only contacts of type Group or WhatsApp. By creating a contact for the team's group, everyone gets the notice at once — it is the most practical option when the crew is large. |
| 4 - Entity | Used when the team is a third party: points to the contracted entity. |
| The team's contact e-mail. |
🗂 Notification destinations
Defines where the WhatsApp notice for each type of document goes. There are three independent fields:
- Work Order/Activity WhatsApp Destination
- Checklist WhatsApp Destination
- Maintenance Plans WhatsApp Destination
This way you can, for example, send work orders to the crew's group and maintenance plans to another destination.
🗂 Additional tabs
- Fleet/Equipment: the machines that make up the team.
- Employee/Operator: the people who belong to it.
- Every field activity has a clear person in charge, instead of being assigned to scattered individuals
- The team gets a WhatsApp notice when there is a new work order
- The machines and people in each crew are on record, which makes entering the execution easier
- Work done by contracted crews is linked to the contracted entity
❓ Frequently asked questions
How do I get the whole team to receive the new work order notice on WhatsApp?
Create a contact for the team's WhatsApp group and enter it in the 3 - Contact (Ideal for groups) field. That way everyone in the group gets the notice at once. The field accepts only contacts of type Group or WhatsApp.
Before that, the company must be enabled in the customizations, in
File > Company/Crop Settings. If messages aren't going out even with the
contact filled in, that setting is the first thing to check.
Can I send work orders and maintenance plans to different destinations?
Yes. There are three independent destination fields — Work Order/Activity WhatsApp Destination, Checklist WhatsApp Destination and Maintenance Plans WhatsApp Destination — and each one can point to a different place.
How do I register a contracted crew?
Fill in the Entity field with the contracted entity. To track payments and deductions for the service provided, use the Contractor Agreement.
Do I need separate teams for ground and aerial application?
It isn't required, but it's an option. The Application type field accepts All, Ground or Aerial — separating teams is one way to organize things when the farm does both types of application.
The team doesn't appear for selection on the work order. Why?
Check two things in the record: whether the team is Active and whether, under Show in, the option matching the field you're filling in is checked — Execution Team or Technical Lead Team.
Where do I enter the team's machines and people?
On the Fleet/Equipment and Employee/Operator tabs of the team record itself.