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.

Changing assignees without opening Edit

On a work order's detail page, the Assignees card in the sidebar lets you add or remove people directly, without entering Edit. Search for a colleague and select them, or use the X beside a name to remove them. The card is always shown, including when nobody is assigned yet. If the work order is linked to a team, that team's people are listed first; everyone else stays selectable, so you are never blocked from assigning someone outside the team. Managing assignees and watchers requires the "Assign work orders" permission. Without it, an assigned technician can only step off the job themselves — and only while their role has the "Self-assign" permission.

Assigning many at once

Tick several work orders in the list, then use Assign in the bar that appears. Only the fields you fill in are changed: pick a technician and the team stays as it is, pick a team and the individual assignees stay as they are, or set both in one go. Leave a field empty and the selected work orders keep what they already have there.

Selecting many work orders at once

The checkbox in the list header selects every work order on the current page; tick it again to clear them. Your selection is kept when you change page. Once a whole page is selected, a link offers to select all the work orders matching your filters, up to 200 at a time. On a phone, use the Select all line above the cards. The bar that appears lets you assign, add watchers, change the status or delete them together.