Technicians

Question 1

How do I invite a new technician?

Accepted Answer

In the Technicians tab press + Invite; enter the email and pick a role. An invite link is sent to their inbox; they join your business by clicking the link.

Question 2

How long is an invite code valid?

Accepted Answer

Invite links expire after 7 days. If expired, re-invite the same email from the technicians list.

Question 3

How do I manage technician permissions?

Accepted Answer

Under the technician detail's Permissions tab you can customise roles — service logging only, routes read-only, inventory access etc. Default roles (Senior Technician, Apprentice…) are predefined.

Question 4

Can I change a technician's role?

Accepted Answer

Yes. Pick a different role from the role selector on the technician profile. The change takes effect immediately; the technician sees new permissions on their next sign-in.

Question 5

Where are performance metrics shown?

Accepted Answer

Under Reports > Technician Performance you can see completed services, on-time completion rate and customer feedback score per technician.

Question 6

What is the leaderboard?

Accepted Answer

The leaderboard shows a weekly/monthly ranking of performance to boost team motivation. Criteria (completed services, rating, etc.) can be adjusted per business.

Question 7

Does deleting a technician cause data loss?

Accepted Answer

Deleting a technician disables their account, but the services and history they produced are preserved in the business. Reporting integrity is not affected.

Question 8

How do I track technician work hours?

Accepted Answer

Under Reports, the Work Hours view is computed from trip start/end records. Daily, weekly and monthly totals are available — usable for payroll.

Question 9

Why are technician badges awarded?

Accepted Answer

Badges are auto-issued for achievements: 100 completed services, perfect weekly score, on-time streak, and more. They're a motivational tool and appear on the technician profile.

Question 10

Can I temporarily deactivate a technician?

Accepted Answer

Yes. Pick Pause on the technician profile to disable the account temporarily. They can't be assigned to routes or sign in, but their history remains accessible.