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
• Exact time vs. estimated, duration, technician count, and due date
• Draft visits and releasing them to the team