Why can’t I deactivate my technician?

Problem

I'm trying to deactivate a technician who no longer works with us, but I'm getting this error: "You cannot deactivate a technician that is dispatched or working."

Solution

You can't deactivate a technician when they're assigned to any active jobs. To fix this, locate all open jobs assigned to the technician and:

• Unassign the technician from each job

• Close the jobs if the work is finished

You can then deactivate the technician's account in Settings.

Unassign the Technician from the Job

1. Go to the navigation bar and click Search .

2. In the side menu, select Job from the dropdown.

3. Use the Technician filter to find all jobs assigned to the technician you want to deactivate.

4. Use the Job Status filter to find all In Progress, Scheduled, and On Hold jobs for the technician you want to deactivate.

5. Go to the job page.

6. Unassign the technician from the job:        

   1. If the technician is in Dispatched or Working status:                

      1. In the appointment section, click Edit .

      2. Reschedule the appointment, and then click Save changes.

      3. Edit the appointment again and click Remove next to the technician's name.

      4. Click Save Changes.

   2. If the technician is in Scheduled status:                

      1. In the appointment section, click Edit .

      2. In the Technicians section, click Remove next to the technician's name.

Close the job if the work is finished

If a technician is in Working status, and the job is completed:

1. Go to the job record.

2. From the Job Actions dropdown, select Complete Job.

Deactivate the technician

1. Go to Settings > Employees > Technicians.

2. Find the technician account and click Edit .

3. Click Profile Actions and select Deactivate technician.

4. Click Save Changes. For more, see Deactivate and reactivate a technician or employee account.