Overview

Before your team can assign technicians to incoming maintenance requests, you'll need to add them to your ButterflyMX OS. This article walks you through how to add a technician from the Maintenance Requests page.

Before You Begin

• Maintenance Agent (Beta) must already be activated for your property. If you haven't done this yet, see How to activate Maintenance Agent (Beta) as a Property Admin.

Steps

1. Log into the ButterflyMX OS with your admin credentials and click Maintenance Requests in the left navigation bar.

   

2. On the Maintenance Requests page, click the Technicians tab.

   

3. Click the Create Technician button in the upper right corner of the Technicians section.

   

4. In the panel that appears, fill in the technician's details:

   • Name: The technician's first and last name
   • Email
   • Phone number: The number the technician will use to receive appointment notifications and calls from the AI scheduling agent
   • Role
   • Status: Check if Active
   • Expertise: The type of work the technician handles (for example: HVAC, electrical, plumbing, pest control)

   

5. Click "Create Technician" to add the technician. They will now appear in your Technicians list and will be available to assign to maintenance requests.

   

Notes

• You can add multiple technicians and assign them to different service categories. This makes it easier to route requests to the right person automatically.
• Technicians receive a time-limited access code tied to each work order, granting them the building access they need for the duration of the service call.
• To edit or remove a technician, click on their name in the Technicians list and update their details as needed.