Manage technicians on appointments Last updated on 05/03/2023

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.

1. Search for the job.

2. Go to the Scheduled Appointments section.

3. Click the More icon.

4. Click Assign/Unassign.

5. 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.

If you need to assign, unassign, or reassign an appointment to a different technician, you can do that quickly from the Dispatch Board.

1. Go to the navigation bar and click Dispatch .

2. 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.

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.

1. Search for the job.

2. Go to the Scheduled Appointments section.

3. Click the More icon.

4. Select Done Working.

5. 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.

• See Manage Appointments

• See Dispatch technicians