Efficiently dispatch work to your team members. Assign jobs with all the details they need to get the work done.
How to Assign a Job
From the Job Details
Open any job and click the Assign button. Select a team member from the dropdown and click Assign Job.
From the Calendar View
Drag and drop jobs onto team member rows in the calendar view to quickly assign work across your crew.
From the Jobs List
Use the bulk actions menu to assign multiple jobs at once. Select jobs using checkboxes and click Assign Selected.
Instant Notifications
When you assign a job, the team member is instantly notified via email and push notification (if they have the app). They can see all job details, customer info, and site address.
What Team Members See
Assigned team members can view:
- Job description and scope
- Customer name and contact details
- Site address with one-tap navigation
- Any photos or documents attached
- Scheduled date and time
- Notes from the quote
Reassigning Jobs
Need to change who is on a job? Open the job details and click Reassign. The original assignee is notified of the change, and the new team member receives the job details.
Unassigned Jobs
Filter your jobs list to show unassigned work. This helps you quickly see what needs to be dispatched.