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Technicians Overview

Use Office > Technicians as your day-to-day control center for employee records. This page combines list management, team operations, schedule planning, and quick links into one workspace.

Who Can Access This​

RoleAccess Level
AdministratorFull access (admin)
OfficeView and edit
SalesView and edit
HR AdminView and edit
Payroll AdminView and edit
note

Some buttons are only available when a feature is turned on for your company.

Where to Find It​

  1. Open the left navigation.
  2. Go to Office > Technicians.
  3. The page opens with tabs for All Technicians, Teams, Schedule, and Default Schedule.

The page keeps important state in the URL (tab, view mode, and date), so refreshes and shared links keep your context.

Main Toolbar Controls​

From the top toolbar, you can:

  • Search by technician name or email
  • Open advanced/global filters (team, status, tags, skills, hire date, login account, postal code, office)
  • Switch views (card/table, rows/stacked, or team layouts based on tab)
  • Toggle Show Terminated in the All Technicians tab
  • Open Review Requests when pending PTO requests exist
  • Add a technician

All Technicians Tab​

The All Technicians tab supports two view modes:

  • Cards: Better for quick triage and visual scanning
  • Table (AG Grid): Better for sorting, bulk actions, and structured comparisons

In both views, managers can quickly open:

  • Profile and detail drawers
  • Schedule/time views
  • Notes and communication actions
  • Edit flows for technician data
  1. Start in Table view for a quick health check.
  2. Filter to active employees and sort by alerts or workload signals.
  3. Open profile/details for exceptions (attendance, notes, open issues).
  4. Handle PTO or schedule-related requests.
  5. Use cards view for one-by-one coaching or staffing review.

Creating a New Technician​

Select Add Technician to open the technician creation wizard. You can also press Cmd+K (Mac) / Ctrl+K (Windows) from anywhere in the app to open the command palette, then choose New Technician to start creating a new technician record.

The wizard uses a multi-step accordion layout with collapsible sections:

  • Personal Info — name, date of birth (numeric input), emergency contact, and address
  • Employment — hourly rate, min/max hourly rate, annual salary, hourly employee setting, pay per scope of work (new technicians), hire date, and team
  • Tax Info — withholding and tax credit details
  • Tags & Skills — skill assignments, tags, scheduler visibility, and bio

The pay fields in Employment (rates, salary and pay per scope of work) and the Tax Info section appear only for users with the Payroll Admin add-on. Other roles can still create the technician and fill in everything else.

Use the Next and Back buttons to move between steps, or click any section header to jump directly to it. Next checks the current step first: if a required field on that step is empty or invalid, the step stays open and the field shows what needs fixing. If required fields are missing when you save, validation expands the relevant section so you can fix issues before saving.

If you close the drawer after entering information — by clicking outside it, pressing Esc, or selecting Cancel — Pulse asks you to confirm before discarding your changes. Choose Keep Editing to return to the form, or Discard Changes to close it. A drawer with nothing entered closes without asking.

Common Troubleshooting​

Some actions are missing in the grid​

This is usually permission-based. Compare your role against required permissions (for example, schedule management or admin account controls).

A technician is missing from my list​

  1. Clear search and global filters.
  2. Toggle Show Terminated if needed.
  3. Verify team/status filters are not excluding that record.