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Technician Details Drawer

The Technician Details Drawer gives you a quick summary of any technician without leaving your current page. It opens as a side panel and shows today's route, attendance health, recent scorecards, job history, and notes — everything a dispatcher or manager needs to make a fast decision.

Who Can Access This​

RoleAccess Level
AdministratorFull access, except Notes
OfficeFull access, except Notes
SalesFull access, except Notes
HR AdminFull access, including Notes
Payroll AdminFull access, except Notes

The Notes section appears only for users with the HR Admin add-on.

Opening the Drawer​

Click any technician's name in the Office > Technicians list — from either card view or table view. The drawer opens from the right side of the screen.

On mobile, the drawer slides up from the bottom.

What's Inside​

The header displays:

  • Avatar — Photo or initials
  • Name — With a quick-action menu for messaging or adding a note
  • Team badge — The technician's current team and its color
  • Status badge — Active or inactive
  • Avg rating — Star rating based on customer scorecards (shown when available)
  • Attendance score — Percentage shown in green (95%+), yellow (85–94%), or red (below 85%)
  • Contact icons — Phone icon to send an SMS, email icon to send an email (both open Pulse Connect)

Today's Jobs​

Shows the technician's scheduled work for today — job times, customer names, and locations. Use this to confirm a technician is on track or check how much of the day remains.

Click any job row to open the Job Detail drawer for more information.

Attendance​

Displays the attendance score and recent trend. Use this section to quickly assess reliability before making a dispatch decision.

Recent Scorecards​

Shows the most recent customer scorecards for this technician. Each row shows the score and job details. Click a scorecard to jump to the job in the Schedule view.

Click View All Scorecards to open the Scorecards tab in the technician's full profile.

Recent Jobs​

A timeline of jobs completed in the last few weeks. Use this to understand workload history and identify patterns.

Click any job to open the Job Detail drawer.

Click View All Jobs to open the Jobs & Events tab in the technician's full profile.

Notes​

The most recent notes logged for this technician. Use this section to catch anything flagged by a colleague before calling or dispatching. This section appears only for users with the HR Admin add-on. For everyone else the drawer shows no Notes section.

Click View All Notes to open the Notes tab in the technician's full profile.

ButtonWhat it does
CloseClose the drawer and return to your current page
View Full ProfileOpen the technician's complete profile workspace

Tips​

  • Use during morning dispatch — Open a drawer for any technician you're unsure about before assigning routes. The attendance score and today's jobs load instantly.
  • Add a note without leaving the list — Use the quick-action menu in the header to add a note. The Add Note drawer opens on top of the details drawer so you stay in context.
  • Contact in one click — The phone and email icons in the header open a Pulse Connect message thread. You don't need to find the number or copy an email address.
  • Color-coded attendance — Red scores (below 85%) signal a potential reliability concern. Yellow (85–94%) is worth monitoring. Green (95%+) is healthy.

Troubleshooting​

What you seeSolution
Drawer shows "Technician not found"The technician record may have been deleted or deactivated. Refresh the page and try again.
Today's Jobs section is emptyThe technician may have no scheduled jobs today, or the date filter on the Schedule tab may be affecting results.
Attendance score does not appearAttendance data may still be loading or may not be available for this technician yet.
Contact icons are missingThe technician record has no phone or email on file. Open the full profile to add contact details.