Assigning Work Orders to FTM Technicians

Owned by Chellie Esters
Last updated: Dec 04, 2020 by Anastasia Troichuk (Unlicensed)

Under Work Order Assignment, you can manually assign work orders to either one or multiple technicians and then view a list of all work orders assigned to technicians.

You can also review a list of work orders to assign to technicians and sub-contractors.

Work Order Assignment section for FTM

You can also automatically assign work orders to technicians based on locations and/or trades, and forward work orders to other technicians during vacation breaks or extended leave.

Manually Assigning a Work Order

When you assign a work order to a technician, the technician's name appears on the work order.

You can assign a work order to either one or many technicians.

⦿ How to Assign a Work Order to One Technician
  1. Under the Employees tab, locate the desired technician and then click Assign WO. The Assign WO to <technician> modal appears.
  2. Enter the tracking number of the desired work order.
    Overlay for assigning a work order to a technician
  3. Click Assign.
    1. The Assign WO button updates with the number of work orders assigned. You can then view all work orders assigned to that technician.
    2. An email is sent to the technician via the email listed in Provider Automation.
    3. The technician can view and manage the work order through ServiceChannel Provider Mobile.
⦿ How to Assign a Work Order to Multiple Technicians
  1. Click Assign WO next to one of the desired technicians. The Assign WO to <technician> modal appears.
  2. Enter the tracking number of the desired work order.
  3. Click Add People. The modal expands, listing all of your technicians.
  4. Click the plus (+) icon next to each desired technician, or click Assign to All to select all technicians.
    Assigning more techs to work order
  5. Click Assign.
    1. The Assign WO button updates each technician with the number of work orders assigned. You can then view all work orders assigned to each technician.
    2. An email is sent to each technician via the email listed in Provider Automation.
    3. Each technician can view and manage the work order through ServiceChannel Provider Mobile.

Assigning a WO to two techs

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