A common reason for being unable to complete a job is that you are trying to complete it without having a managed technician with a timesheet entry on the job. If the job is associated with a project, a managed technician with a timesheet entry must be on one of the jobs also associated with the project, excluding jobs with sold estimates. To learn more, see Understand managed technicians vs. non-managed technicians.
Who is able to convert a non-managed technician to a managed technician?
Any office employee with the Edit Employee permission can convert a non-managed technician to a managed technician. Please contact the account administrator on your team.
Why is my technician unable to complete a job?
A common reason for a technician being unable to close out a job is that the technician is trying to complete it without having a managed technician with a timesheet entry on the job. If the job is associated with a project, a managed technician with a timesheet entry must be on any of the open jobs also associated with the project, excluding jobs with sold estimates. To learn more, see Understand managed technicians vs. non-managed technicians.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.
