How to change the status of an engineer and estimator in Flobot
Engineers and estimators (they are both classed as Field Team Members or FTMS) have different schedules and only appear for certain tasks. For example, an estimator will not appear in the schedule for selection for a job or project. And an engineer will not appear in the schedule for a quote o estimate – unless you want them to.
You can select any Field Team Member for any role – or even both roles. Here is how you do that.