Add a Technician

When you add a new technician, you'll also set up how that person will be notified about jobs through text, email, or both. If a technician is no longer with your company or is out on extended leave, you can stop notifications by deactivating that person. If multiple technicians perform work at a property, you can add additional workers to a work order. An additional worker does not receive work order notifications; only the primary assigned technician is notified.

Click Manage, choose Company, and click the Team tab.

  1. In the Team Members section, click Add.
  2. Type the technician's first and last name.
  3. Click the Time Zone field and choose the time zone where this technician works.
  4. Click Role and choose one:
    • Contractor Owner - Add and update company information, and manage technicians, work orders, quotes, and pricing.
    • Contractor Admin - View and update company information, and manage technicians, work orders, quotes, and pricing.
    • Contractor Manager - Manage work orders and quotes.
    • Contractor User - Manage work orders and quotes.
  5. Select Restrict to show only work orders, quotes, and orders that are assigned to this technician. If you do not select the Restrict check box, all jobs are visible to this technician. The Restrict check box does not apply to Direct Supply contractors.
  6. Click Title and choose the technician's service area.
  7. Active is automatically selected to indicate that this technician is a current team member. Only active technicians are able to access and use Motili’s web platform and mobile app. To later deactivate a technician, see Deactivate a Technician below.
  8. For Contact, type the technician's email. A deactivated technician cannot access the system or receive notifications.
  9. Select Dispatch to enable notifications about jobs.
  10. Select Back Office to enable notifications from Motili for updated proof of insurance and other required paperwork.
  11. Select New User to add a new technician, which triggers an email to reset the password the first time the user logs in. To later disable notifications, see Change Job Notifications.
    This user will now get all dispatching and office notifications.
  12. Click Save.
  13. If you want this techician to be able to reassign a work order to another employee, click Edit for the technician you just added and select Reassign Work Orders. This check box is enabled by default for Contractor Owners and Contractor Admins. To learn how to reassign a work order or add an additional worker to the work order, see Accept and Manage Jobs.
    Select the Reassign Work Orders check box to let this technician give the work order to another team member.
  1. Locate the technician and click the kebab menu for that row.
    Click the Kebab menu at the end of the row for the technician you want to deactivate.
  2. Choose Deactivate. The technician is now grayed out in the team list and will no longer receive notifications.
    Tip: You can deactivate a Contractor Owner only if there is another tech that is also a Contractor Owner. There must be at least one company owner.

See Also