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 — Rating, Accuracy, and Completion

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

   • 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.

   New technicians are created as Active by default. You can change their status to Inactive or On leave when editing their profile.

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 the technician's Service area ZIP codes. Route origins use the technician's active default warehouse, then the organization warehouse, then the business address; the technician's home address is not used.

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. Dated absences with route coverage are covered under Technician time off below.

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.

Technician time off

Record a technician's time off to block scheduling for a date range and hand their routes to covering technicians. Time off lives in the Time Off section of each technician's profile, which you open from the roster.

Dated time off is different from the technician's roster status: status (Active, Inactive, On leave) is undated and set when you edit the profile, while time off blocks scheduling only for the days you choose. A technician can stay Active on the roster and still have time off on specific dates.

Add time off

Click Mark off in the technician's Time Off section. The dialog warns you up front: nobody can be scheduled on these days, and any day with a route has to be handed to another technician before the time off can be saved.

1. Open the technician's profile and click Mark off next to the Time Off heading.

2. Enter First day off and Last day off. The range is inclusive: every day in it is blocked. The first day defaults to today and cannot be in the past, and the last day cannot come before the first. If you change the first day to a later date, the last day moves forward with it.

3. Choose the Reason: Vacation (the default), Sick, Holiday, Training, Unpaid, or Other.

4. Add an optional Note, for example when the technician will be back.

5. Under Who covers each day, pick a covering technician for every day that needs one (see below).

6. Click Save. The button stays disabled until every affected day has a covering technician.

Review the affected routes and work orders

After you pick the dates, the dialog checks the whole range and lists every affected day, so you can see exactly what needs handing over before you save. It covers both routes that already exist and days that come from a recurring route template whose route has not been generated yet.

• Days with a route already built show the number of stops on the technician's route.

• A day backed by a recurring template is marked as coming from the template and shows that the route has not been built yet. These days still need coverage.

• Already-scheduled work-order visits are listed separately, including work orders that are not on a route. See Work Orders.

• If stops have already started or finished, a warning tells you how many and that they stay where they are. Days whose work is entirely finished or cancelled are listed as settled, with nothing to hand over, and need no covering technician.

Choose covering technicians

Every day with movable work needs its own covering technician before the time off can be saved. For each affected day, choose from active technicians other than the absent one; a technician who is themselves off that day is listed but cannot be picked. The dialog counts your progress, and Save unlocks once every day is answered.

When you save, each day's scheduled and en-route stops move to the covering technician's route for the same date. The covering technician's own recurring stops are kept, both routes are re-optimized, and work-order schedules are recalculated. Any On My Way notification state is cleared so the covering technician can send a fresh one, and both routes are detached from their templates so a later template sync cannot pull the moved stops back or delete them. The time-off record is created only after every move succeeds.

Verify coverage on the Routes page

The Daily Routes tab on the Routes page shows a banner for the selected date when anyone is off: how many technicians are off, their names, the absence type such as vacation, and who covers each of them. Days with no coverage to arrange say so instead. The banner appears even on a day where the technician's absence leaves no routes at all, so an empty day explains itself rather than showing only that there are no routes.

What the Time Off section shows

After saving, the technician's Time Off section lists all current and upcoming absences, most recent first. Each card shows the date or date range, a reason badge, the note if you added one, and one coverage line per covered date naming the covering technician and how many stops moved to them. Past and cancelled absences do not appear.

While the time off is active, assigning the absent technician to a route on those dates is blocked. The conflict message names the technician and the date they are off, and tells you to cancel the time off or pick another technician or day.

Cancel time off

Cancelling makes the technician schedulable again on those dates, but it does not move covered work back. Stops already handed to a covering technician stay with them until you reassign them manually.

1. On the absence card in the Time Off section, click the trash icon labelled Cancel this time off.

2. Confirm in the Cancel time off dialog. It tells you the technician can be scheduled on those days again, and that days already handed to someone else stay with them.

To move covered stops back to the original technician, use Move route on the Routes page; only stops still in Scheduled or En route status can move.

Time off versus roster status

Set roster status when the change is open-ended, such as a former employee or an indefinite leave. Use dated time off when the absence has a start and end: it blocks scheduling only for the chosen range, shows who covers each day, and ends automatically after the last day. Only Active technicians can be chosen to cover someone else's time off, and Inactive technicians are never offered in the coverage list.

Troubleshooting