Use filters to streamline technician recommendations

Smart recommendations lets you segment and filter your technicians based on their skills, availability, and previous experience with the customer.

Filter options

You can apply any one of these filters or you can combine them. For example, you might want to see technicians that have a particular skill AND are available at a specific time.

Filters simplify your view of technician recommendations, so you can quickly find the one who best meets your requirements.


To learn more about skills, read how to add technician skills.

To learn about Smart Recommendations, read the Smart recommendations overview.

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