Let technicians schedule backlog visits
Normally the office places every backlog visit on the calendar. With technician self-scheduling turned on, technicians get an Open tab in the mobile app that lists eligible backlog visits they're allowed to pick up — each one shows the property and address, the work, any due date, and the visit's arrival window when one is set — and they can add one to their own schedule by choosing a date and then a time: Pick a time for an exact start, or As last visit, which places it after whatever they already have that day (it reads First visit when they have nothing scheduled yet). The visit lands on their calendar immediately, leaves the backlog, and shows up on the Scheduling page like any other scheduled visit.
Technician self-scheduling is off until an administrator turns it on and saves. While it is off, technicians keep the existing Day, Week, and Month views and cannot list or book backlog visits.
Turn it on and choose a default
Go to Settings → Technician App → Scheduling and turn on Let technicians schedule backlog visits. Then pick who can self-schedule by default:
All technicians — every technician sees the business's eligible backlog visits in their Open tab.
Specific technicians — only the technicians you select see them.
No technicians — nothing is open by default; you open up visits one at a time from the visit itself (see below).
Select Save to apply your changes. The default applies to every backlog visit that doesn't have its own override.
Override a single visit
When self-scheduling is on, the visit form (create a visit, or edit an unscheduled one) shows a Technician self-scheduling field for a property-based visit that needs exactly one technician and has none assigned yet. It reads Business default unless you change it — pick All technicians, Specific technicians (and choose them), or No technicians to make that one visit more or less available than the default. The field disappears once a technician is assigned; visits that need more than one technician follow the business default only.
For example, with the default set to No technicians, you can release just the visits you choose; with the default set to All technicians, you can hold back a sensitive visit by setting it to No technicians.
What happens when a technician books one
The visit is scheduled on the technician's chosen date, assigned to them, and removed from the backlog and from every technician's Open tab. With As last visit (or First visit on an empty day), scheduling places it after their existing visits that day.
The job's timeline records the scheduling, with the technician as the actor.
Visit reminders for the visit's contacts are created the same way as when the office schedules it.
Due dates are advisory: the app warns the technician when their chosen time is past the due date, but doesn't block the booking.
If two technicians go for the same visit, the first booking wins — the second sees that the visit is no longer available and the list refreshes.
Visits that require more than one technician can be self-scheduled too, at an exact time only, and every required slot is filled in the one booking: when the visit's allowed technicians exactly match the required count, that crew is booked together; when more technicians are allowed, whoever claims the visit picks their teammates. Technicians on an older app version don't see crew visits.
Where to find it: Settings → Technician App → Scheduling; and the Technician self-scheduling field on the visit form for unscheduled visits
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