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Technicians

The Technicians area is your team operations workspace. Use it to manage employee records, assign teams, maintain schedule coverage, and review individual technician performance details.

In This Section​

  • Technicians Overview - Daily workflow for the main Technicians page, including table/card views and key actions
  • Teams and Schedule Management - Build teams, assign technicians, and maintain schedule/default schedule coverage
  • Technician Profile Workspace - Work inside the detailed profile tabs for pay, attendance, jobs, notes, and communication
  • Pay Structure - What each pay type does and how to add a pay structure to a technician
  • Pay & Performance Tab - Review compensation structure, service pay overrides, customer scorecards, and inspection history
  • Time & Attendance Tab - Manage attendance records, default schedule, PTO balance, time-off requests, and clock corrections
  • Schedule & Attendance Sub-Tab - View monthly attendance records in calendar or table view, add entries, and edit individual records
  • Technician Details Drawer - Quick-access drawer showing today's route, attendance, scorecards, and notes
  • PTO Request Drawer - Submit paid time off, unpaid time off, and sick leave requests for a technician
  • PTO Approvals - Review, approve, and deny pending time-off requests from your team
  • Time Clock Changes - View, submit, approve, and deny clock-in and clock-out correction requests
  • Jobs & Events Tab - Browse the technician's complete job history in calendar or table view
  • Job Detail Drawer - View and manage a job's full details including rooms, notes, photos, timesheets, and invoice
  • Technician Pulse Connect Tab - Send and view SMS and email messages with a technician from their profile
  • Technician Notes Tab - Add, filter, close, and manage notes and follow-up tickets on a technician's profile
  • Edit Technician Drawer - Update personal info, pay structure, tax info, skills, and tags for a technician
  • Teams Tab - Detailed guide to creating teams, drag-and-drop assignment, team settings, and clock-in policies
  • Schedule Tab - Daily Gantt timeline for managing technician schedule entries, with drag-and-drop from sidebar, out-code statuses, and the schedule entry drawer
  • Default Schedule Tab - Set recurring weekly staffing patterns by team using the template-based default schedule view