Tech capability profile - BayBoard

The Tech Capability Profile is a panel on each technician in Settings > Team. Its subtitle reads “Skills and preferences for Auto-Scheduler.” Auto-Schedule reads it when it decides which technician gets a job.

Fields

Field	What it means
PRIMARY SKILL	The job type this technician does best. One of the six job types.
SECONDARY SKILLS	Other job types they can take.
AVOID (IF POSSIBLE)	Job types to keep away from this technician.
SKILL LEVELS (1-5)	Sliders for Diagnostics, Inspection, Repair, and Alignment.
PACE	How fast this technician works through jobs.
PREFERRED WORK	Free text, for example “Complex diagnostics early in the day”.

Click Save Changes after editing.

How Auto-Schedule uses the profile

Auto-Schedule checks hard constraints first, then weighs soft preferences in the order set in Settings > Scheduling.

Skill match is a hard constraint. When it is on, a technician’s avoid list excludes them from that job type. The only exception is a job tagged “For” that technician in the Unassigned panel.
Best-qualified tech is a soft preference. It favors the technician whose primary skill, secondary skills, and skill levels fit the job.
Match pace to job is a soft preference. It uses the PACE setting to pair jobs with technicians.

Turn these on, off, or reorder them in Scheduling preferences.

Who can see or edit it

Role	Access
Owner / Admin	Edit
General Manager	Edit
Foreman	View only
Service Advisor	Hidden
Technician	No access to the Team tab

Last modified on August 22, 2026

Related topics

Add a technician Scheduling preferences Auto-Scheduler Run Auto-Schedule BayBoard help