Skip to content

Assigning Installers

Option 1: From List View
Open the Work Order List View
[] To assign an installer to a single job, simply select the installer field and choose the installer. As soon as they’re selected, they’ve been assigned.
[] To assign an installer to multiple work orders at once, select all the Work Orders and click “Assign Installer” from the pop-up Action Menu
[] To change the Assigned Installer, select the Work Order checkbox and choose “Assign Installer” from the Action Menu.

Option 2: From Work Order Detail View
From the list view, click on a Work Order number to open a detailed view
In the top right, click “Assign Installer”

Assigning 2 Installers to One Job
Open the Detailed Work Order view
Click on the Services Tab
Click on the double arrow icon next to the assigned installer’s name
Select the installer that you want to assign to each line.
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.