Checking tech availability when assigning jobs on mobile

  • Updated

In this article, you will learn how to see your team's availability when assigning jobs in the Workiz mobile app on your phone or tablet.

This tool makes scheduling faster and more reliable by showing you which techs are available at the time of the job. Instead of guessing or double-checking calendars, you can instantly see open time slots, reduce scheduling conflicts, and assign jobs with confidence.

This feature is currently only available on iOS.

Displaying availability when creating jobs

In order to display technician availability, you will first need to set up service areas. To learn more about setting up service areas, please see this article.

  1. From the homepage, select the plus icon > Job
  2. Enter the basic job details (e.g., client name, address, job type, etc.)
  3. Under Schedule, select Show availability
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    This option will not be visible until after you enter a service address and a service area is assigned.

  4. Adjust the job date and job length to display available techs
  5. Select the desired time slot and assign the job to a tech
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  6. Select Save
  7. Finish creating your job

The job will now be added to your schedule and assigned to the technician you selected. 

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