7.1 Technicians
- Open Technicians and maintain employee ID, hourly rate, status, and contact details.
- Assign technicians on work orders and scheduler cards.
- Link Skills to technicians for routing and compliance tracking.
Hourly rates can feed estimate and invoice line calculations when billing is enabled.
7.2 Skills and Vehicles
- Skills — certifications and capabilities (for example EPA 608, Commercial HVAC).
- Vehicles — fleet units assigned to routes and technicians.
7.3 Dispatch Tips
- Balance workload by reviewing Scheduled and En Route columns on the Scheduler.
- Filter work orders by technician to see individual queues.
- Use priority pills to triage emergency calls ahead of routine maintenance.