Technician Management
Complete visibility into your field team — skills, schedules, territories, and performance. Assign the right person to every job with confidence.
Everything you need to manage your field team
From credentials to performance — one place for every detail that matters.
Profiles & Credentials
Employment details, license numbers, insurance verification, emergency contacts, and hourly rates — all on one screen.
Skills & Certifications
Track skills with four proficiency levels. Link certifications to job templates for automated qualification matching.
Schedules & Time Off
Weekly work schedules with date overrides, time-off approval workflows, and automatic conflict detection.
Territory Assignments
Assign technicians to service locations with primary designation. Mismatch alerts warn before out-of-area dispatch.
Performance Analytics
Jobs completed, revenue generated, estimate close rates, and utilization metrics with CSV export.
Time Tracking
Clock in/out per job, eight work types, automatic cost calculation, and a manager approval workflow.
Complete technician profiles
Employment details, licensing, insurance, emergency contacts, and hourly rates — all on one screen. Know when a license expires before it becomes a problem.
Skill tracking with proficiency levels
Record each technician's skills as Basic, Intermediate, Advanced, or Expert. The system validates qualifications before assignment.
Basic
Intermediate
Advanced
Expert
Four proficiency levels
Basic through Expert, visible at a glance on each profile.
Certification tracking
Expiration dates on licenses and certifications so renewals are never missed.
Skill-based matching
Jobs validate that assigned technicians meet required skill criteria.
Technician recommendations
A recommendation panel suggests the best-fit technician for each job.
Schedules, time off, and availability
Weekly work schedules with overrides, time-off requests with approval workflows, and automatic conflict detection against assigned jobs.
Weekly schedules with overrides
Define start/end times and breaks per day. Add date-specific overrides for holidays or special assignments.
Time-off approval workflow
Vacation, sick leave, training, and more — with automatic conflict detection against scheduled jobs.
Availability checking
Quick lookup during dispatch to see who is available and when.
Territory assignments that keep teams efficient
Assign technicians to one or more service locations. When someone is dispatched outside their area, dispatchers see a mismatch alert before confirming.
Multi-location assignments
Each technician can be assigned to multiple service locations with a primary designation.
Mismatch alerts
Dispatchers see a warning before assigning someone outside their assigned territory.
Location management
Assign technicians to service locations with territory designations. See coverage across your team.
Primary location
Designate a primary service location per technician for optimal dispatch decisions.
Multi-technician jobs with lead designation
Assign multiple technicians to a job or individual appointment. Designate a lead, and the system prevents double-booking automatically.
Job-level assignments
Assign multiple technicians to a job with lead/primary designation.
Appointment-level assignments
Assign different technicians to individual visits within multi-visit jobs.
Conflict detection
Automatic overlap detection prevents double-booking across appointments.
Performance and profitability
See how each technician contributes to your bottom line. Track jobs completed, revenue generated, and labor variance — then export to CSV.
Time tracking and technician preferences
Clock in/out per job, categorized by work type. Set individual preferences so dispatch accounts for each technician's availability and capacity.
One-tap clock in/out
Clock in and out per job with timestamps to track on-site time.
Eight work types
Job work, travel, admin, training, break, meeting, shop work, and on-call.
Approval workflow
Entries move from Draft to Submitted to Approved, with rejection tracking.
Technician preferences
Max jobs per day, max drive distance, preferred hours, and on-call availability.
Works with the rest of Pillar
Technician management connects directly to scheduling, dispatch, time tracking, and analytics.
See technician management in action
Schedule a demo and we will walk through profiles, skill tracking, scheduling, and performance reporting for your team.