In this article, you will learn how to use user skills and service areas to filter available field techs when assigning jobs in Workiz.
Workiz makes scheduling simple for dispatchers, allowing them to filter field techs to easily spot who’s capable of doing the job based on skill sets and service areas.
How to filter field techs when assigning jobs
Updating service areas and user skills
In order to filter available field techs when assigning jobs, you will first need to update their profile pages on your account.
From the sidebar navigation, select Team
Select one of your field techs
Under User Options, update the following fields:
Service areas: Choose the service areas your field tech serves
Note: In order to assign service areas, you will first need to create service areas in Workiz. To learn more about creating service areas, please see this article.
User skills: Choose all of the job types your field tech is capable of performing
Note: In order to assign skills, you will first need to create job types in Workiz. To learn more about creating job types, please see this article.
If your field tech is capable of performing all of your job types, leave this section blank.
From the sidebar navigation, select Add new > Jobs
Complete the following New Job sections:
Under Scheduled, select Assign team members and choose one of the field techs listed
Note: Workiz will automatically filter your team to only display field techs who (a) serve the service area and (b) can perform the job type you chose for this job.
To determine if your field tech has availability based on your Workiz schedule, select Show schedule
Review your schedule and choose an available field tech as desired
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