Technician Work Groups

A work group is a group of users that can perform a specific function (ie: electricians, welders, repair) or technicians that work in a geographical area. Work groups are used in dispatch and also in the Labor Editor window. In Dispatch, you can filter the technicians displayed on the Day Planner tab by Work Group.

In the Labor Editor, when you select a specific work group, your technician field will be filtered and only show you technicians in that group.

Create new Work Groups and assign techs to groups

1. Select Setup module.
2. Click Company.
3. Click Lists.
4. Select Work Groups.
5. Click New in the lower right corner. The Work Group Editor window will display.
6. Type the name for the new Work Group.
7. Click Add From Technicians.
8. Click technician name and click OK. To add multiple technicians, hold down your ctrl key and click on the multiple contacts and click OK.
9. Click Add From Subcontractors to add subcontractors to a Work Group.
10. Click subcontractor name, or hold down ctrl and select multiple subcontractors.
11. Click OK.