Technician Admin Onboarding Checklist

Work through these steps before inviting your full team. Each item links to a relevant guide.

1. Workspace Setup#

• Confirm branding, locations, and business hours.
• Set default tax and rounding rules.
• Enter support email/phone for customer communications.

2. Users and Roles#

• Invite initial Technician Admins and Technicians.
• Verify sign-in, role, and profile details.
• Document offboarding steps; assign ownership transfer policy.

See: User Management; Security and Permissions.

3. Catalog and Models#

• Add core brands and models you service.
• Link documentation URLs and support notes per model.
• Map compatible parts and mark deprecated items.

See: Catalog and Models.

4. POS and Payments#

• Pair terminals and printers; run sandbox transactions.
• Configure tenders and tax codes; test receipts.
• Write refund/exchange SOP; require notes for exceptions.

See: POS Setup.

5. Dispatch and Status Flow#

• Adopt the standard status flow and SLAs.
• Create the morning stand-up routine.
• Define escalation thresholds (e.g., 3 days in one status).

See: Dispatch Operations.

6. Asset and Parts Intake#

• Decide on asset code formats and barcode usage.
• Configure parts re-order points and locations.
• Trial a full loop: request → order → receive → install → reconcile.

See: Parts & Inventory; Asset Profiles.

7. Reporting and Coaching#

• Select KPIs and review cadence (daily/weekly/monthly).
• Create a documentation quality rubric.
• Schedule the first 30/60/90-day review.

See: Reports and Metrics.

8. Go-Live#

• Invite the rest of the team.
• Share the Technician Quick Start handout.
• Monitor operations and capture feedback for week 1 retro.