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

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. From the technician roster, click a technician card to open their detail page.

2. Click Edit technician to open the edit slide-over.

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

4. Click Save to apply your changes.

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.

Troubleshooting