How to Add Techs to the Service Scheduler

Issue:

We’ve added new technicians to SedonaOffice but we cannot see them to select them for Service Tickets.

Resolution:

To add technicians to the Schedule Views in SedonaOffice’s Service Module:

  1. Open the Service Module
  2. Go to View

  1. Select one of the schedule View options, such as Day, Week, or Month

  1. Locate the Display Group dropdown menu in the Calendar Options section

  1. Click the dropdown menu to select the Display Group you want to add technicians to and then select the Edit Display Group button, next to the dropdown menu

  1. When you click on the Edit Display Group button it will open a new window labeled as Display Group
  2. Add technicians to the display group by marking any you wish to add and then Saving

New technicians should now be able to be selected on Service Tickets under that Display Group.