In this article, you will learn how to assign team members to jobs you’ve already created in Workiz.
When creating a job in Workiz, you’ll have the opportunity to assign a technician before submitting the job. But we understand that sometimes you’ll need to create a job without immediately knowing who you’ll be assigning it to.
Assigning a tech to an existing job
From the sidebar navigation, select Jobs
Select the Tech column to sort by jobs that have not been assigned a tech
Select the Job ID of a job that has not been assigned a tech
From the quick-view sidebar, select the Assign a Tech dropdown menu and choose the tech(s) you want to assign to this job
Note: Depending on your settings, you may only see techs who are available based on (a) the service areas they serve, and (b) whether their skills match the job type.
Notifying a tech of a newly assigned job
To manually notify your tech of a job once it has been assigned to them, follow the steps below.
Tip: You can use Workiz Automations to create a rule that automatically sends your tech a notification after they’ve been assigned a job. For more information on Workiz Automations, please see this article.
From the quick-view sidebar, select the send (paper airplane) icon next to the tech’s name and choose the type of message you want to send as desired:
In App: A notification within the Workiz app
By SMS: A text message sent to the phone number linked to this tech
By Email: An email sent to the email address linked to this tech
By Email and SMS: An email and text message sent to the phone number and email address linked to this tech
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