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How Do I Change A User's 'Preferred Technician' Preference.
How Do I Change A User's 'Preferred Technician' Preference.

Changing the default 'Preferred Technician' setting for when a user creates a new customer record.

Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

Changing a user's default 'Preferred Technician' setting (for when this user creates a new customer record) is easy.

FROM THE WEB APP


​Step 1: Go to Settings > Team Members

Step 2: Select the user you want to edit.

Step 3: Check the box "Set this user as the preferred technician when this user creates a new client..."

Step 4: Save

FROM THE MOBILE APP

This setting can only be changed by logging into the Web App at this time.

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