How to Assign or Unassign Technicians to a Job?

How to Assign or Unassign Technicians to a Job?

Job Assignment helps determine which team or employee is in charge of completing a specific job. Based on your Workflow Settings, you can auto-assign jobs to a specific employee or a team based on an array of options like Job Category, Job Description, Customer Service Location and more. 

Assigning an employee while creating a job

When you first create a new job and input all customer information, you'll find the Assign Employees Section which administers that specific job to your existing team of field service technicians. 

  1. Click the Select Team dropdown and begin to type the name of the team that needs to complete this specific job.
  2. After the team selection, you can either assign one Field Technician or Multiple Field Technicians to perform the job.  
  3. Click on the Show Only Available Users checkbox to view a list of technicians who are available to take the job on the respective scheduled date.
Once the job is saved, you will be able to check whether the job has been assigned to the right field technician under the Assigned Users section.

Retain Team upon Unassignment from Job

You can retain the team if the employees are removed from the team based on the configuration settings.

Navigation: Settings  --> General Settings  --> Organization Settings-->Retain team upon unassigning the employees from the job --> Yes

1. Select the “Settings” module from the left panel, and under the “General Settings,” choose “Organization Settings.”

 


2. . Under “Configurations,” select the “Job Settings.”



3. Scroll down the “Job Settings” and under the “Assignment Settings,” select:

4. From the drop-down, select the option “Yes,” and You can retain the team when you unassign the employees from the team.

Select the “Save Settings” button to save the assignment settings.


In some cases, the employee/employees need to be removed from the job, but the team still needs to be retained so that the team lead can still access the job and add employees later.


Assigning an employee after creating the job

You can assign or replace a Field Technician to a job a while after it was created. You can do this right from the Jobs Module.

  1. Navigate to the Jobs Listing Page by clicking on the 'Jobs' module in the Menu.
  2. Select the job that has an unassigned status and needs to be assigned to a Field Technician.
      3. Open Job Details Page and click on Edit under the Assigned Employees Tab


4. You will see a pop-up with a list of teams and their respective Field Technicians. Click on Assign or Assign All to delegate this job to one or multiple Field Technicians.


Note: Once a job is successfully assigned to a Field Technician, the assigned technician will a receive a push notification on his/her mobile app.

Replacing a different technician to the job

Reassigning a job refers to the process of assigning a new field technician to an already existing job. This can happen due to a number of reasons ranging from unresolved issues and recurring visits to employee leaves.

To assign a different Field Technician to an existing job,

  1. Click on the Jobs Module in the Menu and select the Job that needs to be updated. 


     2. In the Assigned Employees section, Click on the Update button. 


      4. Select the Unassign label that is right next to the Field Technician's name in the Currently Assigned section. 


5. Once the current Field Technician is successfully unassigned from a job, he/she will receive a push notification on their mobile app informing them of the unassignment.

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