Assigning Workers & Teams

Proper assignment ensures work gets done by the right people.

Individual Assignment

Select a technician from the dropdown. They receive a notification and the WO appears in their 'My Work Orders' view.

Team Assignment

Assign to a team when any member can do the work. Every team member — the leader and all members — is notified (in-app, push and email, subject to each user's notification preferences). A user who is also a direct assignee is notified once. The team leader can delegate to specific members.