Schedule, Move, and Reassign Work Orders (App)
Watch the video or scroll down for step-by-step instructions.
Tiers: All
Step-by-step instructions . . .
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Tap on the Customers > tap customer name > scroll down to Work Orders, and tap on the unscheduled work order.
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To select a tech, tap on the dropdown, and tap on the tech’s name.
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To select a date of service, tap the dropdown, and tap on the day from the calendar view.
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- The work order will automatically assigned and scheduled once both the tech and date of service are selected.
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- To view the scheduled work order, tap on the Route Dashboard > tap tech's route assignment.
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To unschedule a work order, tap on the Admin Panel > Work Orders > Scheduled > locate the work order, and tap Unscheduled.
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