08-16-2024 10:40 AM
Does anyone know if there is a way to make the "assign technician" field required for booking a job? We're running in to lots of issues of missed appointments because a tech wasn't assigned. All of our jobs get assigned to a tech so the "unassigned jobs" tab is not regularly monitored.
Thank you for the help!
08-16-2024 02:49 PM
There is no way of making it required, but there are a few ways to help minimize this issue. We have a custom dashboard where we show a module for unassigned techs.
The other option would be to create a custom field that asks "Did you assign a technician?" and that you can make required.
Hope that helps!