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.

In order to filter field techs by service areas and job types, you will first need to:

• Enable the Service Areas add-on and create service areas
• Create job types

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.

1. From the navigation bar, select the profile icon > Manage team
2. Select one of your field techs
3. Under Job types, select all of the job types this field tech is capable of performing
4. Under Service areas, select all of the areas this field tech can work in
5. Select Save

Assigning jobs

1. From the sidebar menu, select Add new > Jobs
2. Complete the following New Job sections:
   1. Client details
   2. Service location
   3. Job details
3. Under Scheduled, select Assign team members and choose one of the field techs listed
   
4. To determine if your field tech has availability based on your Workiz schedule, select Show schedule
5. Review your schedule and choose an available field tech as desired
   
6. Select Submit