Add and Manage Technicians
Technicians are the other half of your capacity. What you record here decides what work reaches them.
Who can do this: Location Managers, Org Admins and Account Owners.
Adding a technician
Open Technicians and choose Add Technician
Enter their name and employment status
Active, or inactive for somebody who has left.
Add their skills
The structured list of what they can do.
Add certifications
With levels and expiry dates where they apply.
Write skill notes
The detail a skill list cannot hold — the makes they know well, the diagnostic work they are trusted with, what they are strongest on.
Set the maximum concurrent jobs
How many jobs they can hold at once. Most shops use 1 or 2.
Set the efficiency rating
The pace at which they work relative to your standard service times.
Set rates
Cost per hour internally, and a billing rate if their work bills differently from the workshop default.
Set shift start and end, and weekly availability
Save
Save & add another keeps you in the form for the next person.
Using voice input
Rather than filling the form field by field, you can describe a technician out loud — name, skills, rates, shift times — and have the fields filled from what you said.
Open the voice panel and press the microphone
The panel shows that it is listening.
Describe the technician
“Ahmed Farouk, senior diagnostics and electrical, EV certified, shift eight to five, maximum two jobs at once.”
Choose Auto-fill from voice
The fields are populated. Review them before saving.
If AI is not configured, the transcript is saved to skill notes instead — you lose the auto-fill, not the words.
Setting the maximum concurrent jobs
This is how many jobs a technician can hold open at once — not how many they are physically standing at.
| Value | Suits |
|---|---|
| 1 | Most technicians, most work. One thing at a time |
| 2 | Work with waiting built in — a diagnostic scan running while another vehicle is worked |
| 3+ | Rare. Usually a sign that stages are recorded too coarsely |
Higher is not better. A technician carrying four open jobs is switching between four jobs, and every switch costs time no estimate accounts for.
Setting the efficiency rating
The efficiency rating says how fast this person works relative to your catalogue times. It is used when working out how long their work will take, so the plan reflects who is actually doing the job.
Set it honestly. An inflated rating produces a day that was never achievable and a run of jobs that all report as running late.
Photos
A photo makes a technician recognisable on the board and in reports, which matters on a floor where several people share a first name.
Removing a technician
A technician referenced by past or current work cannot be permanently deleted — their history would go with it. BayWise offers Deactivate instead.
Deactivating removes them from the plan and from the board while keeping every job they ever worked, which is what you need for reporting and for answering questions about past repairs.
Common questions
Should I add apprentices? Yes, with the skills they actually hold. An apprentice recorded with no skills receives no work, which is accurate; one recorded with a master’s skills receives work they should not.
Somebody works at two locations. Add them at each location they work at, with the availability that applies there.
Can technicians edit their own record? No. Technician records are managed by Location Managers and above. Technicians clock in and work jobs.
What happens to their open work if I deactivate them mid-day? It comes off the plan and is re-placed. Deal with anything running before deactivating.