Assigning and Forwarding Work Orders to Technicians in WorkForce

    In WorkForce you may

    You can also view a list of all work orders to assign to technicians and sub-contractors.

    Manually Assigning a Work Order

    In WorkForce, you can assign a work order to either one or many technicians.

    How to Assign a Work Order to One Technician:

    1. Under the Employees tab, click Assign WO next to the desired technician. The Assign WO to <technician> modal appears.
    2. Enter a Tracking Number, Work Order Number, or Service ID.
    3. Click Assign. The Assign WO button updates with the number of work orders assigned.

    Assigning a Single Technician to Work Orders in WorkForce

    How to Assign a Work Order to Multiple Technicians:

    1. Under the Employees tab, click Assign WO next to one of the desired technicians. The Assign WO to <technician> modal appears.
    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 button updates next to the selected technicians with the number of work orders assigned.

    Assigning Multiple Technicians to Work Orders in WorkForce

    Automating Work Order Assignments

    You can 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. This is useful so you do not have to come into Workforce every time there is a new work order; they will automatically be assigned to the technician(s) you set up.

    How to Automate Work Order Assignments:

    1. Under the Employees tab, click Assign WO next to one of the desired technicians. The Assign WO modal appears.
    2. Click the Automate tab.
    3. Under Auto-Assign These Types of Work Orders, 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.

    Automating Work Order Assignments in WorkForce

    Forwarding Work Order Assignments to Other Technicians

    While a technician is not working, you may forward his/her work orders to other technicians or to an external provider. This is useful when your technician is ill or on vacation, or for any other reason the technician might not be working.

    You can configure forwarding based on the Region, District, Location, and/or Trade of the work orders. For example, Justin typically works all General Maintenance work orders and some Plumbing work orders for 7 trades across 3 locations in a district. Justin is going on an international backpacking adventure for 3 weeks. You can configure forwarding so all of Justin’s work orders to Miriam.

    You may also create more than one forwarding rule. In the previous example, you may decide to forward all General Maintenance work orders to Miriam, and all Plumbing work orders to Kyle. Or, you can forward all work orders from 2 locations to Miriam, and 1 location to Kyle.

    How to Create an Automated Rule to Forward /Reassign Work Orders 

    1. Under the Employees tab, click Assign WO next to the desired technician. The Assign WO modal appears.
    2. Click the Forward tab.
    3. Under Create Forwarding Rule
    • Select the Region(s), District(s), and Location(s) of the work orders from which to forward.
    • Select the Trade(s).
    • Select the Person(s) or External Provider to whom to forward the work orders.
    • Select the forwarding start date and end date.
    • Click Create Forwarding Rule.