Assign or change a work-order technician
Choose a qualified, available technician and preserve scheduling consistency.
Before you start
- •Work scope and schedule known
- •Technician capability and availability visible
You will finish with
- •The work order and visit agree on one qualified technician.
Safety and data checks
- • Changing assignment can affect calendars, notifications, duty enforcement, and technician access.
Complete the task
- 1Enter information
Open the exact work order
Confirm customer, property, job type, schedule, current assignment, readiness, and required technician capabilities.
- 2Verify
Check technician availability
Compare Tech Schedules, time off, existing visits, travel, duty state, and after-hours eligibility for the job time.
- 3Choose an option
Choose the qualified technician
Select the technician whose access and skills match the work, then review every conflict or warning returned by the scheduler.
- 4Verify
Keep the visit consistent
Confirm the linked visit is assigned to the same technician and update it through the supported flow when required.
- 5Verify
Review communication and access
Confirm notification behaviour and verify the technician can see the job only after the assignment is intended to be active.
If something does not look right
The expected button or field is not visible.
Confirm the record status, your role, and the selected tab; unavailable actions are often intentionally gated by those conditions.
Related task guides
Prepare a work order for the technician
Complete office-known data without falsely completing field verification.
Book a technician visit
Select the verified customer, work, technician, duration, and conflict-free time.
Manage Tech Schedules
Edit availability, holidays, time off, and after-hours access.