Making Lists of Technicians
Why make Groups of Technicians?
You can organize Technician users into Groups so you can visualize their work in Scheduling, Magic Maps and throughout the System.
This allows you to manage Routing, Visit reassignments, Mapping for a similar Technicians crews. This ensures that these Routing and Scheduling Calendar views only show the same types of Technicians at a time, making visualizing their routes and reassigning their work that much easier and intuitive.
For example, you can group your Technicians in Groups such as:
- Maintenance Technicians
- Service Technicians
- Estimators
- Sales Managers
Where to go to set it up
You can manage, name, edit and delete your Groups of Technicians in two places:
- Magic Maps view (click on Technicians)
- Scheduling: Calendar and Today views (click on Technicians)
This is particularly useful in reassigning visits in bulk for a no-show or retiring Technicians. It also allows you to see who is the nearest skilled Technician to a time-sensitive customer need.
Magic Maps
Scheduling: Calendar or Today views
Here you can check on and off any Technician from the displayed view, but also SAVE Techs into groups and manage these groups as needed.
Select from Existing Technician Groups
Click and Unclick Techs you want in a Group
Save as a New Group (Create) & Delete a Group
Once you select the desired Technicians Groups, the Views will load only the information for the Technician Group selected, making it easier to optimize Routing, reassign visits between Techs with similar skill sets.
Example: Single Group (“Maintenance Techs”) View in Magic Maps
Example: Single Group (“Repair Techs”) View in Today View
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