> ## Documentation Index
> Fetch the complete documentation index at: https://docs.comforthub.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a technician

> Create the technician in Zoho; their app login follows on its own

export const Touches = ({systems}) => <p>
    <strong>Systems involved:</strong>{" "}
    {systems.split(",").map((s, i) => <span key={s}>
        {i > 0 ? " · " : ""}
        <a href={"/systems/" + s.trim()}>{s.trim().replace(/-/g, " ")}</a>
      </span>)}
  </p>;

<Touches systems="zoho-crm, supabase-backend, the-7am-app" />

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.

## Before you start

* Zoho open, on **Technicians**.
* The person's name, email and hourly rate.

## Steps

<Steps>
  <Step title="Create the technician">
    In **Technicians**, click **Create**. Fill in **Name**, **Email**, **Hourly Rate**, and tick **Is Active**. Save.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## 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.

## Related

* [What lives where](/handbook/catalog-and-staff/what-lives-where)
* [Book a work order](/handbook/booking/book-a-work-order)