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Use the Technician tab in the Building Optimization Broker Mapping window to link/unlink Signature Technicians with BOB Technicians as well as you can create a new BOB Technician from this window.

When you open the Building Optimization Broker Mapping window, your Signature Technicians and any mapped BOB Technicians display. 

Columns in this window:

  • Linked  - Indicates if the Technicians are linked
  • ERP Technician ID - Displays the Signature Technician ID.
  • BOB Technician - Displays the BOB Technician name.
  • ERP Technician - Displays the Signature Technician name.
  • Ellipsis - The availability of the following options depends on the BOB Client and/or Site availability and/or linked status.
    • Manage Client
    • Manage Contacts
    • Manage Site
    • Manage Equipment

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