# Technician Setup

Technician Setup is where you add your technicians to the system and define their skills, certifications, service territories, and availability. This information helps the dispatch board and the AI Voice Agent assign the right tech to the right job.

## Steps

1. **Open Technician Setup.** Go to Setup and click "Technician Setup."
2. **Add a technician.** Click "New Technician" and fill in:
   * **Name** -- the tech's full name
   * **Phone number** -- so the system can notify them
   * **Email** -- for account access
3. **Set skills and certifications.**
   * Check off the services this tech can perform (AC repair, furnace install, plumbing, etc.)
   * Add any certifications (EPA 608, NATE, state licenses) with expiration dates so you get a reminder before they lapse
4. **Assign service territories.**
   * Add the zip codes, cities, or regions this tech covers
   * This helps dispatch match jobs to nearby techs
5. **Set availability.**
   * Set the tech's regular working days and hours (e.g., Mon-Fri, 7 AM - 4 PM)
   * Mark any known days off, vacations, or holidays
6. **Save.** The technician now appears on the dispatch board and is available for job assignment.

## Updating Technician Info

You can edit any technician's profile at any time. Changes take effect immediately -- if you update a tech's territory, they'll start showing as available for jobs in that area right away.

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**Related Pages**

* [Managing Schedules](/ai-voice-agent-and-dispatch/proforge-csr/dispatch/managing-schedules.md)
* [Assigning Jobs](/ai-voice-agent-and-dispatch/proforge-csr/dispatch/assigning-jobs.md)
* [My Jobs (Technician View)](/ai-voice-agent-and-dispatch/proforge-csr/field-service/my-jobs.md)
* [CSR Settings](/ai-voice-agent-and-dispatch/proforge-csr/csr-settings.md)


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