You can define prohibited field workers, i.e. workers who are not authorised to work on a customer's premises. When planning work orders, prohibited field workers cannot be assigned. To do this, follow these steps:
- Go to the “Customers” module.
- From the search bar, enter a customer's name or address.
- Click on “...” > “Customer sheet”.
- Click on “General information”.
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Select the prohibited field workers.
- Click on the “Save” button.
☝️ Good to know: You can also enter the prohibited field workers for each of your customers in an Excel import file. To do this, add a “Prohibited agents” column and enter the email addresses of the prohibited agents in each cell. If you add several prohibited workers for a customer, separate the email addresses with commas. For example, agent1@antsroute.com,agent2@antsroute.com.