Manage Technicians

Use the Technicians module to add, update, and deactivate technicians in Accruent Field.

Before you add a technician, invite the user in the Users module.

Technicians and web users

Technicians and web users have different roles and access.

• Technicians use the mobile app to receive and complete assigned work.
• Web users access web applications based on their assigned role.

Add a technician

The user must exist in the system before you can add them as a technician.

1. Open Workforce > Field force > Technicians > Add new.
2. Select the user.

3. Enter address and contact details.

   These details impact scheduling, mapping, and route optimization.

4. Enter a Shift.

   Shifts populate the technician's work schedule and impact leave and overtime.

5. Select Work groups.

   Work groups control task eligibility based on criteria such as region or task type.

   Assign to all work groups to allow assignment to all tasks.

6. Select Save & continue.

7. Assign Skills and Skill levels.

   Setting skills improves task matching and scheduling recommendations.

8. Assign a Contractor.

9. Select Save.

Manage availability, leave, and task logs

Edit a technician to assign skills and contractor and to manage leave.

1. Open Workforce > Field force > Technicians.
2. Select a user.

3. Select Work schedule.

   The technician's weekly schedule, public holidays, leave, and overtime records display.

4. Select Add new for leave or overtime as needed.

5. To view the task log, select Tasks.

Deactivate a technician

1. Open Workforce > Field force > Technicians.
2. Select a user.
3. Select Deactivate.

Deactivation has the following effects:

• Dispatchers cannot assign new tasks to the technician.
• Assigned tasks are unassigned.
• The technician can sign in but does not see tasks.

Review assigned tasks before deactivation to avoid unintended reassignment.