Technician Admin Guide

Technician administrators coordinate daily operations, keep data tidy, and ensure the team works smoothly. This guide brings together dispatch workflows, catalog and model management, POS configuration, user administration, and security practices.

Tip: Pair this guide with the Technician Guide for end-to-end visibility from intake through invoicing.

Daily Operations Overview#

1. Review the dashboard for unassigned orders, overdue approvals, and stalled work.
2. Confirm technician availability and adjust schedules for PTO or training.
3. Check parts queues and purchase orders; follow up on late shipments.
4. Monitor customer responses on open recommendations to keep momentum.

Dispatch & Scheduling#

• Prioritise unassigned orders by SLA, customer tier, and travel time.
• Assign a primary technician and add context in a note; avoid silent handoffs.
• Keep the Awaiting Parts queue curated with supplier ETA details.
• Use the weekly Order Aging report to spot work stuck in the same state.

See also: Dispatch Operations.

Catalog & Models#

• Maintain brands, models, and compatible parts to speed technician decisions.
• Attach documentation URLs and support notes to models; they appear in asset profiles.
• Regularly prune duplicates and standardise naming conventions for clean search results.

See also: Catalog and Models.

POS & Payments#

• Configure POS hardware and test printing before opening hours.
• Map tax codes and payment methods to accounting rules.
• Verify that refunds and exchanges follow your audit policy.

See also: POS Setup.

User Access & Roles#

• Invite users with the appropriate role: technician, technician admin, or customer.
• Rotate credentials and review access quarterly.
• Deactivate former staff promptly; reassign any owned orders.

See also: User Management and Security & Permissions.

Reporting & Quality#

• Track completion times, first-visit fix rate, and parts usage.
• Coach on documentation quality—clear notes reduce follow-ups.
• Use findings to refine catalog entries and standard operating procedures.

See also: Reports and Metrics.

Troubleshooting#

• Status not changing? Check required fields and conflicting timers.
• Missing parts? Reconcile purchase orders, then update order notes.
• Customer can’t see updates? Confirm notes were marked public when intended.

If an issue looks systemic, capture a repro and file a bug report from Support.