adding technician

29/07/2019 1 Comment Job Management & Scheduling

Assigning a Job to a Technician

Introduction While creating a new booking, you assign a job to a technician. It’s possible to change the assigned technician after a job has been created and scheduled. This article shows you how to change the assigned technician using a drag and drop tool. 1 Opening Scheduler board Change a technician’s assignment on the Scheduler […]

29/07/2019 1 Comment Job Management & Scheduling

Booking a new job

Introduction This article shows you how to book a new job. Booking a job means creating a record for a new client. A record includes information like: client name and address description of work assigned technician visit date, notes, and other information 1 Opening Add Job panel You create a new job inside the Add […]