Manage technicians on appointments Last updated on 05/03/2023
You can manage technicians on an appointment from the office in the Scheduled Appointments section of the job record or from the Dispatch Board.
Assign, unassign, or reassign technicians from a job record
You can assign your first technician using the quick action button on the appointment card in a job record. After that, the quick action button will update to the next likely action. For example, Dispatch and then Arrive.
The bottom of each appointment card shows the technicians assigned to that appointment and their current status. To reassign an appointment, first unassign the current technician. To unassign technicians who are working on an appointment, first mark the appointment as done. To unassign technicians from a completed job, first cancel their dispatch.
Go to the Scheduled Appointments section.
Click the More
icon.
Click Assign/Unassign.
Select the technician you want to assign or unassign. Note: You can use search to find a technician or scroll down the list. Technicians already assigned to the appointment will have a checkmark next to their name.
Tip: You can click Edit to do a bulk edit of all the appointments on a job when you want to assign or unassign technicians on multiple appointments. You can also click the Pencil
icon to assign or unassign using the Technicians dropdown in Edit Appointments or you can use the Assign quick action button on the appointment card if no technicians are assigned to the appointment.
When you update the assigned technician for a job, you can also update the Inventory Location for the job’s invoice items. On the Update Inventory Location? pop-up window that opens, select whether you want to update the inventory location to the new technician for all inventory items on the invoice (Equipment and Materials) or for Materials Only.
Note: If you don’t have inventory items assigned to the invoice for the job, the Update Inventory Location? pop-up window will not appear.
Assign, unassign, or reassign technicians from the Dispatch Board
If you need to assign, unassign, or reassign an appointment to a different technician, you can do that quickly from the Dispatch Board.
Go to the navigation bar and click Dispatch
.
Click the date on the Dispatch Board and choose the date of the appointment you want to change.
To add a new technician to an appointment, right-click it then select Reassign. Click the dropdown arrow and select the name of the technician. You can also type the name of the technician then click their name. When you’re finished, click Assign.
To remove a technician from an appointment, right-click it then select Reassign > X > Unassign. If there was only one technician, the appointment moves to the Unassigned tab in the Job Tray.
Note: Working, dispatched, and done appointments can’t be unassigned.
Mark a technician as done
When a technician is ready to leave, you can mark them as Done Working. To use this there must be another technician on the same appointment who is still Scheduled, Dispatched, or Working. If it’s not available, use Mark Appointment as Done, or Complete the Job.
Go to the Scheduled Appointments section.
Click the More
icon.
Select Done Working.
Choose the technician you want to mark as Done.
Tip: You can also mark a technician as done from the Job Details flyout on the Dispatch Board. For more, see View and edit job details from the Dispatch Board.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.