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- In Schedule, choose the menu
icon in the top left corner next to Scheduling. - Choose Administration.
- Choose the Resource Options tab.
- If all or some of your technicians will be starting from the home office, you can multi-select them from the list and then enter the Home Address information and Save.
If some of your technicians are starting from a different location, select the technician and then enter the Home Address information and Save.
Note You will also need to fetch the latitude and longitude coordinates for the technicians' starting locations. See Geocoding Service Locations and Technician Locations for more information.
- If you are using Advanced Communications (HTML email notifications to customers), you can enter each technician's information:
- Technician Name (required): The technician name defaults into this field.
- Position Description: The resource position defaults into this field.
- Phone: Enter the resource's telephone number.
- Email address: Enter the company email address(es) that the resource uses.
- Notifications: Mark if the resource should receive notifications at the email address(es) provided.
- Inactive: Mark if the resource is currently inactive.
- Select resource image: This image will display in the email that is sent to customers if you are using Advanced Communications.
- Choose Save.
For more information on setting up Advanced Communications, see /wiki/spaces/SIGAGENT/pages/8159324 in the Signature Agent Configuration documentation.