> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/customers-and-work/scheduling/schedule-multi-technician-visits.md). # Schedule multi-technician visits Some visits require more than one technician. The technician count on the visit tells the scheduler how much staffing the visit needs. ## Set the requirement When creating or editing a visit, set the number of technicians and estimated duration. Add the work orders, contacts, reminders, and scheduling instructions the assigned technicians will need. ## Place the work Schedule the visit from the backlog or calendar. Reassign technicians as needed, and check the calendar for conflicts before confirming the final plan. If the visit is not ready for the field team yet, keep it in draft until the schedule should become visible. > **Where to find it:** Scheduling page > visit form or scheduled visit ## Add a technician after work starts You can add another technician to a visit on the current day even after someone has clocked in: 1. Open the visit from the **Scheduling** page and click the edit icon. 2. Click **Edit Technicians**. 3. Select the additional technician or technicians. 4. Click **Save Technicians**. After a clock event, the visit date, start time, and duration stay locked. A technician who has clock events on the visit also stays assigned so their time history remains connected. Technicians who have not clocked in can still be removed from the visit. If the visit used estimated timing, adding another technician fixes it at its current time as an exact-time visit. Multi-technician visits cannot use estimated timing. ## Related guides * [Create a new visit](/customers-and-work/scheduling/create-a-new-visit.md) * [Exact time vs. estimated, duration, technician count, and due date](/customers-and-work/scheduling/exact-time-vs-estimated-duration-technician-count-and-due-date.md) * [Draft visits and releasing them to the team](/customers-and-work/scheduling/draft-visits-and-releasing-them-to-the-team.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://learn.withessential.com/customers-and-work/scheduling/schedule-multi-technician-visits.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.