Assign Technicians with Precision: The Core of Efficient Field Service
Stop the dispatch chaos and empower your team with WorkOrderly’s intuitive Assign Technician to Job feature. This central tool allows you to seamlessly connect the right technician with the right work order, ensuring timely and effective service delivery.
Effortless Technician Assignment: Quickly select the ideal technician from a clear dropdown list to take ownership of the job.
Easily assign work orders to the best-suited technician based on availability, skills, and location.
- View technician availability in real-time.
- Filter technicians by skills and expertise.
- Drag-and-drop interface for quick assignment.
- Send instant notifications to assigned technicians.
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Key Features:
- Effortless Technician Assignment: Quickly select the ideal technician from a clear dropdown list to take ownership of the job.
- Comprehensive Job Overview: View all essential work order details directly within the assignment interface, including the work order number (#5 in this example). For a more detailed office perspective, see our dedicated Job View page.
- Flexible Scheduling: Easily schedule the service appointment using an integrated calendar with precise month, day, year, hour, and minute selection, along with AM/PM options.
- Customer Context at Your Fingertips: Access vital customer information, including name, company (Edgar Tazewell, Inc.), address (7189 154th Ave, Garrison ND 58540), phone number ((744) 555-6646), and email ([email address removed]).
- Service History Integration (Optional): Choose to include the customer’s service history for the technician’s reference, providing valuable context for the current task.
- Contact Information Sharing (Optional): Include the customer’s contact details directly in the dispatch information sent to the technician’s mobile device.
- Automated Communication: Option to automatically email appointment information to the customer, keeping them informed and reducing administrative overhead.
- Direct Technician Notes: Add specific notes and instructions for the assigned technician, ensuring clarity and accuracy on the job (e.g., “Eleifend feugiat cursus et ultrices imperdiet”). Technicians can view these details in their dedicated Technician Job View.
- Key Job Identifiers: Clearly displays the “Type of Work” (SERVICE CALL1PART Z5FRU14) and any relevant PO numbers (207678).
Benefits:
- Revolutionize Dispatch Efficiency: Assign technicians and schedule jobs in a fraction of the time, freeing up your office staff.
- Minimize Dispatch Errors: Ensure the correct technician, equipped with the right information, is dispatched to the accurate location, reducing costly mistakes.
- Enhance Communication Flow: Keep both your field team (as seen in their Technician Log) and your customers informed every step of the way.
- Boost First-Time Resolution Rates: Equip technicians with comprehensive job details and customer history, leading to quicker and more effective solutions.
- Optimize Field Resource Allocation: Make the most of your valuable technician time by assigning jobs strategically. Gain a bird’s-eye view of all dispatched jobs on the Dispatch Log.