Training FAQ

FAQ Detail

Review the full answer below, then return to the searchable FAQ list.

How do I assign skills to a technician?

Each user can have skills assigned (for example, Gas Ticket A or Confined Spaces). To assign skills, go to the User screen and open the Skills tab. There you can add one or more skills to the user.

You can create new skills from the Admin screen. If a skill is defined as Journeyman and assigned to a technician, that technician is treated as a journeyman and the journeyman rate will be applied to their time on quotes and work orders.

When entering a role, you can find technicians with the right qualifications by linking a skill to the role and then searching. Click the ? tip for more detailed instructions on searching by skills.

View this tutorial for more details.