Work Order Assignment
- Chellie Esters
- Anastasia Medovkina
- Anastasia Troichuk (Unlicensed)
Owned by Chellie Esters
Work Order Assignment allows you to manage the work orders assigned to technicians and subcontractors. The assigned technicians appear on work orders, so both you and your clients know who will arrive onsite to do the work.
On the Work Order Assignment page, you can:
- Assign work orders manually.
- Forward work orders to other technicians in your company or your subcontractors.
- Set after-hour rules for optimized work order assignment and dispatch flow.
- Configure auto-assign rules to automate the work order assignment process.
- Turn on work orders auto-assign based on technicians’ shifts.
Technicians appear in this list after you have added and accepted them through User Management and have assigned them the Technician role.
For subcontractors, you can invite them in, and assign work orders to them instead of your technicians.
For your convenience, you can access the Work Order Assignment page in two ways: using the Menu or User Management.
⦿ How to Access the Work Order Assignment Page via Menu
- On the top-left corner, click the menu icon
and then Work Orders > Work Order Assignment. 
⦿ How to Access the Work Order Assignment Page via User Management
- On the top-left corner, click the menu icon and then Work Orders > User Management.
- On the page that appears, click the Work Order Assignment tab.
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