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A technician is created in Zoho, in Technicians. That makes them bookable on the Service calendar widget in Zoho. If you type their email, they are invited to the app on their own: no developer, no dashboard.

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Before you start

  • Zoho open, on Technicians.
  • The person’s name, email and hourly rate.

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Steps

1

Create the technician

In Technicians, click Create. Fill in Name, Email, Hourly Rate, and tick Is Active. Save.
2

They get their login

The technician gets “Your Comfort Hub app login” in their inbox with a Set my password button. Tapping it on their phone opens the app and asks for a password. The link works once. They sign in as a technician, tied to their Zoho record.

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How you know it worked

  • The technician is on our side within seconds with name, email, rate and active flag, and can be put on an appointment.
  • The invite email arrives within a minute of the record being saved with an email.

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Good to know

  • Add the email later and the invite goes then.
  • A person who already has a login with that email is linked to the technician, not invited again.
  • An inactive technician is never invited. Tick Is Active first, then add the email.
  • Name, email, rate and the active flag are two-way; an edit on either side reaches the other. Home Latitude and Home Longitude stay in Zoho.