Set Team Member Availability

What this guide covers

This guide explains how to manage team member availability in JobsiteOn. Setting availability correctly prevents dispatchers from assigning jobs to members who are off or unavailable.

Availability vs. schedule

• Schedule defines the regular working hours for each day.
• Availability marks specific dates or periods when a member is not available, even during their normal working hours.

Use availability for vacations, sick days, training, and personal time.

Marking a member as unavailable

1. Navigate to /team.
2. Open the member's profile.
3. Click the Availability tab.
4. Click Add Time Off.
5. Select the start date and end date.
6. Choose the reason: Vacation, Sick, Training, or Personal.
7. Click Save.

Screenshot: The Add Time Off form with date pickers and a reason dropdown.

How availability affects scheduling

When a member is marked as unavailable:

• Their time slots are blocked on the schedule view.
• A warning appears if you try to assign a job during their time off.
• They are excluded from the available technician dropdown for that period.

Viewing all team availability

Navigate to the Schedule page and switch to the Team View. This shows all team members with their availability overlaid, making it easy to see who is available on any given date.

Animation: The Team View on the schedule page showing available and unavailable members across a week.

Cancelling time off

1. Open the member's Availability tab.
2. Find the time-off entry.
3. Click the delete icon and confirm.

The blocked dates are freed immediately.

Tip: Ask team members to submit time-off requests early. This gives dispatchers enough lead time to adjust schedules and redistribute workload.

Note: Existing job assignments during newly added time off are not automatically reassigned. Review and reassign them manually.

Related articles

• Set Team-Specific Schedules
• Create and Manage Crews
• View Team Member Activity