Assigning Technicians and Lead Techs to a Job

Overview

Jobs have a Job Lead who oversees the work, while technicians are assigned per task giving each task its own assignee. This article covers both job-level and task-level assignments.

Who can access this

• Super Admin: can assign or change job leads and task assignees.
• Admin: can assign or change job leads and task assignees.
• Lead Technician / Technician: cannot change assignments.

Assigning a Job Lead

The Job Lead is responsible for overseeing the overall job.

1. Go to Work Order → Jobs and click the job.
2. Click the three-dot menu and select Edit Job.
3. In the Job Assignment & Details section, select a team member from the Job Lead dropdown.
4. Click Save.

The selected user will appear as the Job Lead on the job detail page and in the jobs table.

Assigning a Sales Manager

Assign a Sales Manager to track who brought the deal in.

1. In the Job Assignment & Details section, select a team member from the Sales Manager dropdown.
2. Click Save.

If the customer record has a default sales manager, this field is auto-populated when the job is created.

Assigning technicians to tasks

Technicians and subcontractors are assigned in Step 2 of the task form Scheduling and Assigning. This step is optional and can be completed at any time.

1. From the job detail page, go to the Tasks & Financials tab.
2. Click + to create a new task or click an existing task to open it.
3. In Step 2: Scheduling and Assigning, choose an assignment method:
4. • Assign to Technician: select an internal team member from the list
   • Assign to Subcontractor: directly assign to a subcontractor
   • Request Bids from Subcontractors: send bid requests to one or more subcontractors
   • Schedule without Assigning: set a date and time without assigning anyone
   • Skip for Later: leave unassigned for now
4. Set the Start Date and Time and End Date and Time
5. Click Assign Task next to the technician and then Save & Close

You can also assign technicians directly from the Task Scheduler calendar using drag-and-drop.

Tips

• A job can only have one Job Lead at a time, but each task can be assigned to any available technician or subcontractor.
• Changing the Job Lead does not affect existing task assignments.
• Each technician shows their availability for the selected time slot look for the Available tag before clicking Assign Task.

Related articles

• Jobs overview
• Editing Job Details