Assigning Work Orders in WorkForce

    In WorkForce you may

    • assign work orders; and
    • automatically assign work orders

    Assign a Work Order

    • In WorkForce, you may assign a work order to one or many technicians.

    How to Assign a Work Order to One Technician:

    Assigning One Technician to a Work Order in Site Access WorkForce

    1. Next to the desired technician, click Assign WO.
    2. Enter a Tracking Number, Work Order Number, or Service ID.
    3. Click Assign. The Assign WO field will update with the number of work orders assigned.

    How to Assign a Work Order to Multiple Technicians:

    Assigning Multiple Technicians to a Work Order in Site Access WorkForce

    1. Next to one of the desired technicians, click Assign WO.
    2. Enter a Tracking Number, Work Order Number, or Service ID.
    3. Click Add People. The modal expands, listing all of your technicians.
    4. Click the plus (+) icon next to each desired technician, or click Assign to All to select all technicians.
    5. Click Assign. The Assign WO field will update next to the selected technicians with the number of work orders assigned.

    Automatically Assign Work Orders

    You may automatically assign work orders to technicians, based on trade and location. For example, you can automatically assign technician Frank to all Plumbing work orders for 2 locations, and Miriam for 3 different locations.

    How to Automatically Assign Work Orders:

    1. Next to one of the desired technicians, click Assign WO.
    2. Click the Automate tab.
    3. Click the Select trades drop-down, and then check the boxes next to the desired trade(s).
    4. Click the Select location drop-down, and then check the boxes next to the desired location(s).
    5. To automatically assign to multiple technicians: Click Add People, and then select the desired technician(s).
    6. Click Auto-Assign. All work orders assigned to the selected trade(s) and location(s) will automatically appear in the technician(s) JobSite app.