Setting Up Your Team | AI Dispatcher

Configure technicians in AI Dispatcher with skills, phone numbers, availability, and weekly schedules. Learn how to filter by status and manage your team.

Overview

The Technicians page lists every team member available for job assignments. Each technician profile includes their skills, contact info, current job count, and availability status. Keeping this data accurate is essential -- AI Dispatcher uses it to match the right person to every job.

AI Dispatcher Technicians page with Carlos and Susan cards showing skill badges and availability

Technician Profile Fields

Each technician has the following information:

Name -- full name displayed on assignments and schedules
Phone -- contact number for coordination
Skills -- badges showing certifications and capabilities (e.g., HVAC Repair, Install, Maintenance, EPA Certified)
Job Count -- number of jobs currently assigned to this technician
Availability -- current status and weekly schedule

Skills Badges

Skills appear as badges on each technician's card. AI Dispatcher uses these to filter candidates when a job has required skills.

Common skill badges include:

HVAC Repair
Install
Maintenance
EPA Certified
Electrical
Plumbing

Use consistent skill names across your team. "HVAC Repair" and "hvac repair" may be treated as separate skills. Establish a standard list and stick to it.

Editing a Team Member

Click the edit button on any technician to update their details — skills, max jobs per day, vehicle routing profile, and multi-day travel settings.

AI Dispatcher team member edit showing skills badges, max jobs per day, multi-day travel toggle, and vehicle routing profile

Adding Skills

Open a technician's profile
Go to the Skills section
Add skills by selecting from existing options or typing a new skill name
Save the profile

A technician can have multiple skills. The more accurately you tag skills, the better AI Dispatcher can match jobs.

Weekly Availability

Each technician has a weekly schedule defining which days and hours they are available for work. AI Dispatcher only assigns jobs during available time slots.

Set available days and working hours for each day of the week
Mark days as unavailable for regular days off
Adjust hours for part-time or split-shift schedules

Keeping weekly availability current prevents AI from suggesting assignments when a technician is off duty.

Availability Status Filters

The Technicians page supports filtering by current status:

All -- shows every technician regardless of status
On Job -- currently working an active assignment
Available -- on duty with open capacity for new jobs
Off Duty -- not working today (day off, vacation, or outside scheduled hours)

Use these filters to quickly see who can take on new work or identify team members at capacity.

Adding Technicians

Click Add Technician to create a new team member. Fill in their name, phone, skills, and weekly availability. You can also import technicians via CSV for bulk setup.

Best Practices

Keep skills up to date -- add new certifications as technicians earn them
Set realistic availability -- overstating hours leads to overbooked schedules
Review job counts regularly -- uneven distribution may signal a need to adjust skills or availability
Use consistent naming -- standardize skill names across all profiles so AI matching works correctly
Update immediately on changes -- if a technician goes on leave or changes hours, update their profile right away

Setting Up Your Team | AI Dispatcher

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