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Configure skills and certifications

Build the organization’s skills library and assign proficiency levels that dispatchers can use when matching technicians to jobs.

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Before you start

  • You must have an Admin role.
  • Go to Settings → Skills & Certifications.
The page shows a searchable list of all skills with All, Active, and Inactive filter tabs.

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Steps

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Add a skill

  1. Click Add Skill.
  2. Enter the skill name in the dialog (e.g., “HVAC Installation” or “Electrical Certification”).
  3. Set the status to Active or Inactive.
  4. If the skill has certification levels, add them in the dialog.
  5. Save.

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Find a skill

  1. Use Search skills by name… to filter the list.
  2. Use the status filter tabs — All, Active, or Inactive — to narrow results.

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Edit a skill

  1. Locate the skill in the list and open its edit action.
  2. Update the name, certification levels, or status.
  3. Save.

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Deactivate a skill

  1. Open the skill and set its status to Inactive.
Inactive skills no longer appear when assigning skills to technicians but remain visible under the Inactive filter tab for historical reference.

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Delete a skill

  1. Open the skill’s action menu and choose delete.
  2. Confirm. Skills with existing technician assignments cannot be deleted — deactivate them instead.

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Result / verify

  • New skills appear in the Active tab.
  • Skills are available to assign to technicians in their user profiles.
  • Inactive skills no longer appear in the assignment picker.

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Troubleshooting

  • Cannot delete a skill — The skill is assigned to one or more technicians. Deactivate it instead to prevent new assignments.
  • Skill not appearing in technician profile — Check that the skill status is Active.