Overview
Technician records support field service, scheduling, and operational follow-up. Clean technician details make assignment and reporting easier.
Where To Find It
Path: Field Services > Technicians
Use the technician detail screen when creating or maintaining the service staff records used by the field-services side of QBM.
How It Works
QBM stores the technician's name, full name, group, notes, emails, phones, and address-related details so the record can be used in service processes.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Identity and group | Defines the technician name, full name, and any grouping used for classification. | Use it so the technician can be identified clearly in operational screens. |
| Contact details | Stores phone numbers, email addresses, and similar communication values. | Use it when staff must be reachable for service coordination. |
| Address and notes | Holds the longer-form location and reference details for the technician record. | Use it when the business needs fuller technician context. |
Recommended Workflow
- Create the technician record with a clear working name and full name.
- Assign a group if your company uses grouping for service staff.
- Enter the main phone and email details carefully.
- Add notes or address details where the business needs them, then save the record.
Best Practice
- Use the name format that service coordinators recognize immediately.
- Keep phone and email details current because they directly affect operational communication.
- Review inactive or former technician records periodically.