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How do I Input Time onto the Timesheets of Multiple Technicians Simultaneously?

Coordinate multiple technicians by grouping users and applying filters on the scheduler.

Utilizing user groups for scheduling can help streamline coordination, especially when managing multiple technicians across various jobs.

 

How to Set Up User Groups

  1. Navigate to Settings > Tenant > User Groups

  2. Type in the desired user group name.

  3. Click the green checkmark to save the group.

 

 

Assigning Users to Groups

Once your user groups are created, you’ll see two key options for each user:

  • Groups: A list of user groups the individual belongs to. A user can be assigned to multiple groups.

  • Scheduler Default Group: Sets the default filter that applies to the scheduler when this user logs in or is scheduled.

 

Filtering the Scheduler

Within the Scheduler, you’ll find a group filter above the list of users in the bottom-right corner. This lets you filter the scheduler view to only show users in a selected group—helpful for large teams or region-specific crews.

 

 

Scheduling a User Group

User Group Scheduling allows you to schedule all users in a group at once. This feature is only available within the Schedule tab on a Work Order and is ideal for assigning a full crew to a job with just a few clicks.

 

 

Need Help?
Contact support by clicking the Help button in the bottom-right corner of your screen when logged in or email us at support@jobboxsoft.com.