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.