Adding and Inviting Internal Technicians to WorkForce for Field Tech Manager

    Adding Internal Technicians to WorkForce for FTM 

    During the implementation process, your ServiceChannel representative will have added the initial batch of internal technicians to WorkForce. Going forward, you may add additional internal technicians to the list. You may either

    How to Add a Single Technician

    1. Click the plus (+) icon, either on top of the console or on the bottom of the list. The Add an Employee overlay appears.
    2. Enter the technician’s full name and email address.
      Add a Single Internal Technician to WorkForce for FTM
    3. (Optional) In the message box, edit any information as necessary.
    4. Click Add Employee.
      • The technician appears in the WorkForce console.
        Single Internal Technician Added to WorkForce for FTM Console
      • The invited technician receives an email to download the Field Tech Manager app. See “Using FTM Mobile for the First Time” for more information on how your technicians sign up for FTM.

    How to Add Multiple Technicians (Bulk Upload)

    1. On top of the Technician list, click Bulk Upload. The Bulk Upload overlay appears.
    2. Click Download Spreadsheet and then Save the Excel spreadsheet.
      WorkForce Bulk Upload Template Download
    3. Open the Excel spreadsheet and enter each technician’s name and email address, one per row.
      WorkForce Bulk Upload Template
    4. Save the spreadsheet once all technicians are added.
    5. In WorkForce, click Browse… to locate and select the spreadsheet on your hard drive, and then click Open or OK.
    6. Click Upload Spreadsheet. The technicians will list on the page for you to review the information for accuracy.
    7. (Optional) Click any field to edit information.
    8. Click Proceed. The email message appears.
    9. (Optional) In the message box, edit any information as necessary.
    10. Click Finish.
      • The technician appears in the WorkForce console.
        Internal Technicians Added to WorkForce for FTM in Bulk
      • The invited technician receives an email to download the Field Tech Manager app. See “Using FTM Mobile for the First Time” for more information on how your technicians sign up for FTM.
    Note: You may see statuses such as “No Response” or “Incomplete Profile” next to technicians’ names. These statuses relate to another ServiceChannel product, Site Access, which also uses WorkForce technology. Technicians using Field Tech Manager are not required to complete a profile, and therefore, this feature has no impact on using FTM.