Set up technicians

Before you can assign jobs, you need to add your technicians. This article covers the following:

Your technicians need to download the Reveal Field mobile app so they can manage their assigned jobs from the field. Read this article on installing the Reveal Field app.

Admin users with basic access will only be able to view technicians in Scheduler that have been added to groups. Learn about groups in this article, Creating and editing groups.

Creating a new technician

  1. In Admin, choose Create a New Driver/Technician.
    (Alternatively, from the Driver/Technician List, choose the Create a New Driver/Technician button.)
  2. In the Create Driver/Technician window, on the Details tab, enter the following required information:
    • First name
    • Last name
    • Email address
  3. Select the This user is also a technician checkbox.
  4. To give the technician mobile access so they can use the Reveal Field app, select the Enable Access checkbox.
  5. In the Driver Log Password field, enter a new password. The password must have at least eight characters.
    Make a note of the password and give it to your technician: They will use it to log in to the app.
  6. To save the details and close the Create Driver/Technician window, choose SAVE > SAVE.
    To save the details and add another technician, choose SAVE > SAVE AND CONTINUE.

Making an existing driver a technician

To make an existing driver a technician:

  1. In Admin, choose Driver/Technician List.
  2. Find the driver you want to make a technician and click the pencil icon next to their name.
  3. In the Edit Driver/Technician window, select the This user is also a technician checkbox.
  4. To give the technician mobile access so they can use the Reveal Field app, select the Enable Access checkbox.
  5. In the Driver Log Password field, enter a new password. The password must have at least eight characters.
    Make a note of the password and give it to your technician: They will use it to log in to the app.
  6. To save the details and close the Edit Driver/Technician window, choose SAVE > SAVE.
    To save the details and add another technician, choose SAVE > SAVE AND CONTINUE.

Adding technicians' skills

Add technicians’ skills into Scheduler so that when you create a job using the smart recommendations feature, you can filter by the most skilled technicians for that job type.

Smart recommendations are not yet available for all users.

To add technicians' skills, follow these steps:

  1. In Scheduler, go to Settings >Account Settings and then click ADD JOB TO DO.
  2. Enter the job type; for example, 'Fix sink'.
  3. Enter the description and expected duration.
  4. Under TECHNICIANS, add the technicians you know have the skills to complete this job type.
    Add_skills_image.JPG

Learn how to Manage users, technicians, and groups.

Learn how to Create a new job.


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