1
Click + New Technician
On the Technicians page, top right. The form says Add a field technician to your team.
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Add a technician
When someone joins the field team.
2
Type the Full name
The only required field. Phone and Email sit next to each other below it.
3
Write the Skills / specialisations
Free text, for example HT motor rewinds, bearing replacement. It is shown as tags on the technician's page.
4
Type the Base location
Under Field settings. For example Hosapete workshop.
5
Set Max visits / day
The most jobs the technician can take in a day. The list uses it to show free slots.
6
Click Save
Cancel leaves without saving.
Check who is free and what they can do
When you are choosing who to send.
1
Read the four counts
Active today, On leave, Slots used and Slots free sum up the team.
2
Click Open → on a technician
The list shows location, status (Active or On Leave), the free slots today as a fraction such as 4/4, and the visits this month.
3
Read the Skills
On the Overview tab, skills are shown as tags. Certifications is the card below.
4
Click the Schedule tab
A month calendar for this technician. Use the arrows to move between months.
