Technician
A technician is a workforce profile linked to a workspace user. Dispatch assigns technicians to appointments, not to the work order header. Crews are templates — you still assign people.
Workforce → Technicians. Path /app/w/{workspace}/technicians. Permission technicians.view. Every technician must be linked to a workspace member (Select a workspace member.).
Office-only staff belong under Organization → Members. Do not create a technician profile for them.
Field access
Section titled “Field access”Field PWA and native Field require:
- Active technician profile (Inactive is skipped even if the permission remains)
- Permission
field.workspace.view - Assigned, dated appointments to appear on Today
A CMS user without a technician profile cannot run Field. Sync error “Technician profile missing” means the profile is absent or inactive.
Availability
Section titled “Availability”Technician → Availability: Weekly hours, Exceptions, Time off. Custom hours replace Regular for that date. A person with no hours that day is not “always available.” Office Add time off skips the Time-off requests queue.
Home base is a travel / map warning, not a hard block. Inactive technicians cannot be overridden onto a slot.
Office manual: Technicians.