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
- Open the job you want to assign a tech to
- From the Details tab, scroll down to Team and choose the desired tech from the dropdown menu
You may only see techs who are available based on whether their skills and service areas are compatible with this job.
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.
You can use Workiz Automations to create a rule that automatically sends your tech a notification after they've been assigned to a job.
To learn more about using Workiz Automations, please see this article.
- Next to Team, select Send and choose how you want to deliver the message
- In app
- By SMS
- By email
- By all