Job Management
Scheduling and Allocation
Schedule and assign jobs.
Assigning a Job
- Open the job
- Select Assign
- Choose an engineer
- Select a date and time slot
- Select Assign
The engineer receives a notification and sees the job in their app.
Using the Allocation View
- Go to Allocation
- View the weekly calendar showing:
- Available engineers
- Scheduled jobs
- Available time slots
- Drag jobs onto time slots to schedule
- Select Save changes
Unassigning a Job
- Open the job
- Select Unassign
- Confirm
The job returns to Pending status.
Allocation Tips
- Check engineer availability before assigning
- Consider travel time between jobs
- Group jobs by area to minimize travel