How to Schedule Technicians (& Users)

How to Schedule a Technician

Option 1 – From the Work Order

1. Open the Work Order.
2. Go to the Admin tab.
3. Select the + button in the Schedule section.
4. Add a schedule time.

Option 2 – From the Dashboard

1. Open the Kanban or Table dashboard.
2. Select the Schedule quick action for the work order.
3. Add a schedule time.

Note

• Assigning a technician adds them to the work order.
• Scheduling a technician sets the date and time they will work.
• Scheduled work orders appear on the calendar.
• Technicians can only see scheduled work orders that are in the Service status. (Unless workspace settings allow additional statuses.)

After Scheduling a Technician

1. Make sure the work order is in the Service status. (unless your workspace allows additional statuses for techs)
2. The assigned technician can then view the work order on their dashboard.
3. The scheduled time will also appear:

• On the work order card.
• In the technician's calendar.

Calendar Schedule View

View schedule by:

• Day, Week, Work Week, Month

Drag & Drop Schedule Slots

Drag & Drop functionality for schedule time slots is available on:

• Manage Schedule page (find on work order)
• Calendar Dashboard view (for single tech user)

Schedule Travel Time

A green travel time slot = there is enough time to travel between job locations.

A red travel time slot = there is not enough time to travel between job locations.

Where to See Schedule Time

Technician schedule times for jobs will show on the work order card:

1. Find work order

2. Look for calendar icon

3. See schedule time

Additional Information

Staff permissions and higher—including staff, admin, and workspace owner—have the ability to assign and schedule technicians. Technicians cannot schedule their own time.