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Adding and Removing Technicians

Adding and Removing Technicians from Boatyard

Updated over 2 weeks ago

How to Add a Technician

On the left hand banner, navigate to "Team", and then to "Technicians".

Click the 'Add Technician' button in the top right corner of the screen.

In order to add a technician to your account, you'll need their:

  • First Name

  • Last Name

  • Email Address

  • Phone Number

The ability to see other tech's calendar in the Pro App can be toggled on or off.

Hit save and have your technician activate their account.

How to Remove a Technician

If you need to remove a technician from your Boatyard account, you'll go to the technicians page, and click on the tech you need removed. This opens up a module where you'll be able to see the tech's contact info. In this module, you'll simply select "Delete".

Note: Before deleting a tech, you should make sure all of the open jobs that are assigned to that technician have been re-assigned to an available technician. You can do this by navigating to the jobs page and applying a filter to view all jobs that are assigned to the tech that needs to be removed.

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