Assign Skills to Team Members

What this guide covers

This guide explains how to assign skills to team members in JobsiteOn. Skills are tags that represent what a member is qualified to do, helping dispatchers assign the right person to the right job.

Creating skills

1. Navigate to /settings > Team > Skills.
2. Click Add Skill.
3. Enter the skill name (e.g., "HVAC Install," "Electrical," "Welding").
4. Click Save.

Screenshot: The Skills management page with a list of defined skills and the Add Skill button.

Assigning skills to members

1. Navigate to /team.
2. Open the member's profile.
3. Click the Skills tab.
4. Select skills from the available list.
5. Click Save.

A member can have multiple skills assigned.

Using skills for dispatch

When creating a job, you can filter available technicians by skill:

1. In the job assignment field, click the filter icon.
2. Select the required skill.
3. The dropdown shows only members with that skill.

This prevents assigning a job to someone who is not qualified.

Tip: Keep your skill library focused on trade-level qualifications. Avoid overly specific skills that only one person has -- broader categories like "Plumbing" or "Electrical" are more useful for dispatch filtering.

Viewing a member's skills

Skills appear as badges on the member's profile and in the team list. Hover over a skill badge to see the full name.

Note: Skills are informational tags for dispatch purposes. They do not restrict what a member can do in the system -- any assigned technician can complete any job.

Related articles

• Create and Manage Crews
• Manage Team Member Profiles
• Track Team Member Certifications