How do I book a tech?
- Press Book a visit on a request or a job, Book it on an accepted quote, or press an empty time on the Schedule board. A request or a quote becomes a job when you book it.
- Pick the date and the start time and how long it takes. Suggested shows who is free then and holds the service.
- Tick the tech. Beside each name the sheet says what stands in the way: a clash with another visit, annual leave, or no matching licence recorded.
- Press Add it. The visit is on the board and the job reads Booked.
Worth knowing
Where no matching licence is recorded, or it runs out before the visit, you can still book, with a reason. The sheet says what the tickets show, never whether the person may do the work.