Sometimes it happens that a customer has a poor experience with a technician, or that a technician should not visit a particular site due to environmental conditions. In such cases, we do not want the technician to be sent to the customer location under any circumstances.
You can model this information using the Excluded Technician feature. On the Location Record, specify one or more techs whom should be excluded from that location. This can be done in the web app or the API.
To exclude a technician from a Customer location;
Go to the Customers view
Select a Customer
On the Customer record view, select
LocationsFind the Customer location you wish to exclude a technician from
Select that location
Then click the
EditbuttonScroll down to the bottom of the view
Expand the section
Excluded TechniciansThen select a Technician from the available options in the dropdown
Click the Add buttoon
Finally, click Save
The selected technician will now be excluded for that location when Smart Scheduler is used to build a future schedule.
