Create A Technician

The following steps explain how to create a technician.

1. Login to Carter CRM using your username and password.

   

   
   

2. Click Technicians in the administration menu on the left.

   

   
   

3. Click on the + Add New Technician button at the top right of the screen.

   

   
   

4. On the Contact Info tab input data for all fields (first name, middle name, last name, date of birth, title, employee number, employment status, start date, region, district, compensation level, transportation, address, phone number, and email). Once all of these details are added, click Save & Continue.

   

   
   

5. On the Availability tab indicate the new technicians availability then click Continue.

   

   
   

6. On the Certifications tab indicate which certifications the technician has then click Save & Continue.

   

   
   

7. On the Emergency Contact tab enter an emergency contact for this technician. Then click Save.

   

   
   

Only users with appropriate account permissions may create a technician. If you are unable to complete this function please contact your Account Manager or Administrator.

Still have questions? Please contact Carter Customer Support for further assistance.