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Assigning Work Orders to Sub-Contractors via Work Order Assigment

Assigning Work Orders to Sub-Contractors via Work Order Assigment

Owned by Chellie Esters
Last updated: Jan 10, 2021

In WorkForce you may:

Manually Assign a Work Order

Similar to assigning to your technicians, you can assign a work order to either a single sub-contractor or to multiple sub-contractors.

⦿ How to Assign a Work Order to One Sub-Contractor

  1. Next to the desired sub-contractor, click Assign WO. The Assign WO to <sub-contractor> modal appears.
  2. Enter a Tracking Number, Work Order Number, or Service ID.
  3. Click Assign. The Assign WO button updates with the number of work orders assigned.




⦿ How to Assign a Work Order to Multiple Sub-Contractors

  1. Next to one of the desired sub-contractors, click Assign WO. The Assign WO modal appears.
  2. Enter a Tracking Number, Work Order Number, or Service ID.
  3. Click Add People. The modal expands, listing all of your sub-contractors.
  4. Click the plus (+) icon next to each desired sub-contractor, or click Assign to All to select all sub-contractors.
  5. Click Assign. The Assign WO button updates next to the selected sub-contractors with the number of work orders assigned.

Automating Work Order Assignments

You may automatically assign work orders to sub-contractors, based on trade and location. For example, you can automatically assign Magic Touch to all Awning work orders for 1 location, and TruWerx Services for 3 trades across 5 different locations. This is useful so you do not have to come into Work Order Assignment every time there is a new work order; they will automatically be assigned to the sub-contractors you set up.

⦿ How to Automate Work Order Assignments
  1. Next to one of the desired sub-contractors, click Assign WO. The Assign WO modal appears.
  2. Click the Automate tab.
  3. Under Auto-Assign These Types of Work Orders, click the Select trades drop-down, and then check the boxes next to the desired trade(s).
  4. Click the Select location drop-down, and then check the boxes next to the desired location(s).
  5. To automatically assign to multiple sub-contractors: Click Other subcontractor, and then select the desired sub-contractor(s).
  6. Click Auto-Assign. All work orders assigned to the selected trade(s) and location(s) will automatically appear in each sub-contractors’ WorkForce console, where they will assign work orders to their technician(s).

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