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
- PRIMARY SKILL The job type this technician does best.
- SECONDARY SKILLS Other job types they can take.
- AVOID (IF POSSIBLE) Job types this technician should avoid.
- SKILL LEVELS (1-5) Diagnostics, Inspection, Repair, Alignment.
- PACE How fast this technician works through jobs.
- PREFERRED WORK Free text for preferred work notes.
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” them.
- 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 each job with a technician whose pace fits.
Turn these on, off, or reorder them in Scheduling preferences.
Who can see or edit it
Last modified on August 27, 2026
