Technicians

The Technicians page is where you manage your field team. From this roster, you can view all technicians, add new team members, search and filter by status, and access individual technician profiles to review their performance and assigned routes.

View the technician roster

Navigate to Technicians from the main navigation. The roster displays all technicians in your organization with a count showing active technicians out of the total.

Each technician card shows:

• Name and avatar — the technician's name and initials

• Status badge — Active, Inactive, or On leave

• Skills — chips showing their specialties

• Contact info — phone number and service area count

• Performance stats — average service time, chemistry accuracy, and completion rate

Click any technician card to open their detail page and view their full profile, routes, and performance history.

Search and filter technicians

Use the search bar at the top of the roster to find technicians by name or other criteria. The placeholder text reads Search technicians...

Use the status filter to narrow the list:

• All — shows every technician

• Active — technicians currently working and available for route assignment

• Inactive — technicians not currently working (former employees or seasonal staff)

• On leave — technicians temporarily unavailable

If no technicians match your search or filter, the page displays No technicians found.

Add a new technician

1. Click Add technician in the roster header. A slide-over panel opens with the title Add technician and description Create a new technician profile.

2. Fill in the required fields:

   • Name — the technician's full name

   • Email — their work email address

   • Phone — their contact phone number

3. Complete optional fields as needed:

   • Language — preferred language for app interface and communications

   • Status — set to Active, Inactive, or On leave

   • Employee ID — internal identifier for payroll or HR systems

   • Max stops per day — the maximum number of service stops this technician can handle in a single day

   • Service area — geographic region where the technician works

   • Hire date — when the technician joined your team

   • Work Type — one or more of Service, Repair, and Install. Leave empty if unspecified.

   • Home warehouse — the yard this technician loads from. It pre-selects their warehouse at inventory checkout and anchors their daily route. Leave unset to use the organization's default warehouse.

4. Add profile details to personalize their account:

   • Display name — how the technician's name appears to customers

   • Bio — a short introduction or background

   • Years of experience — time in the pool service industry

   • Specialties — specific skills or certifications (e.g., tile repair, equipment installation)

   • Fun fact — a personal touch for team profiles

5. Enter home address if relevant for route planning:

   • Street, City, State, ZIP — the technician's home location

6. Click Create technician to save. The button shows Saving... while processing.

Edit a technician profile

1. Click a technician's name in the roster to open their detail page.

2. Click Edit in the page header. The slide-over panel opens with the title Edit technician and description Update technician details.

3. Update any fields as needed. All the same fields from the create form are available for editing, including Work Type.

4. Click Save changes to apply updates. The button shows Saving... while processing.

Technician work types

Assign each technician one or more work types—Service, Repair, or Install—or leave work type empty. Existing technicians have no work type until you set one.

Selected work types appear in the technician detail header as comma-separated labels ahead of other profile summary details.

Work types are used on the Work Orders page. The technician filter includes All repair techs, which shows work orders assigned to technicians whose work type includes Repair. It does not include unassigned work orders or technicians without the Repair work type.

Technician status options

A technician's status controls their visibility and availability for route assignment:

Technicians and routes

Technicians are assigned to routes that define their daily service schedule. Each technician's detail page includes a Recent Routes section showing their route history.

Each route entry displays:

• Date — when the route was scheduled

• Status — Draft, Optimized, Published, In Progress, or Completed

• Distance and time — total travel metrics

• Optimization score — how efficiently the route was planned

• Stops — number of service visits and property addresses

If a technician hasn't been assigned to any routes yet, the section shows No routes yet with the message Routes will appear here once assigned.

Route preferences

Each technician can set route preferences that shape how their daily route is planned. These are controlled from the technician's profile in the mobile app, and appear read-only to admins viewing the profile.

• Return to the warehouse — When on, the route starts at the warehouse (or the technician's home warehouse, then the organization default, then the business address) and ends back there, with the return leg counted in miles, drive time, and finish time. When off, the route ends at the last service stop with no return leg. If no origin can be resolved, the route is open-ended either way.

• Service the furthest property first — Reverses the closed route so the farthest property is serviced first and the technician works back toward the warehouse. Enabling it automatically enables returning to the warehouse.

Both preferences default to returning to the warehouse on and furthest-first off. Technicians can change them offline, and the change syncs when connectivity returns.

Troubleshooting