How To Find Assignee

This guide shows you how to find an assignee and quickly assign jobs to your team members.

You can do this in a few simple ways. Assigning a job is a key step in dispatching work, and this guide helps you pick the best way to get a job to the right person.

Step 1: Go to the Dispatch menu and select Unassigned.

Step 2: Select the date you want to find an assignee for.

Step 3: Choose one of three ways to find and assign a job:

Method 1: Drag to assign

Step 1: Drag the job and drop it on the member's row in the people list on the left, or on the member's avatar when the list shows only avatars.

Method 2: Assign from the job sheet

Step 1: Click the job you want to assign. Its sheet opens on the right of the map.

Step 2: Click Assign. For a job that already has someone, the button says Reassign.

Step 3: Pick the member. The job is assigned at once; click Undo in the message at the bottom of the sheet to take it back.

Method 3: Use Find assignee

Find assignee suggests members for a job, best fit first, so you can quickly pick the right person. Members are compared in this order:

• Works on the day of the job
• Has the required skills and equipment
• Skills fit what the job describes
• Belongs to the job's team
• Shortest drive to the job (jobs of today only)
• Already has jobs nearby that day
• Has done jobs at this place before
• Fewest jobs that day

Step 1: In the job's sheet, click Assign (or Reassign), then click Find assignee.

Step 2: Find assignee opens next to the map. The Why column says how each member fits, and Time to reach shows how far they are. Select the member and click Assign. The job is assigned right away.