Assign a work order on the Dispatch Board

Assign a work order on the Dispatch Board

Quickly match jobs to technicians for the day.

1. Open the Dispatch Board and choose the Date you are planning.
2. Find the work order in the Unassigned list.
3. Drag the work order onto a technician to assign it.
4. The assignment is saved, and a Draft work order automatically moves to Scheduled.

Change or remove an assignment

You can drag a work order to a different technician, or remove the technician. Removing the technician from a Scheduled work order moves it back to Draft.

Warning: Work orders that are In Progress, Completed, or Cancelled cannot be reassigned from the board.

When you assign by dragging, you can also set the scheduled date and start time; start times must be in 30-minute increments (for example 8:00 or 8:30).

See also: Dispatch Board Overview