Select multiple unassigned jobs and assign to one technician
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09-07-2022 11:43 AM
Hi all,
At the time of booking, we do not assign a technician. We assign jobs the night before. Is there a way to 'bulk assign' jobs, besides clustering on Map 2.0? We currently are working off the dispatch page and manually dragging and dropping each job to a technician in the appropriate order, which is time-consuming when we have 40+ jobs a day.
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Crew Management
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Dispatch Map
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Map 2.0
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Timeslots
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09-08-2022 06:43 AM
You can right click on the job to assign a tech instead of dragging and dropping! That might help some.
Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
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09-07-2022 02:31 PM
Hi,
It may be worth creating a report to make this process quicker. You could also use a jobs data set per tech or business unit and use adjustable capacity planning to make this step easier and find which tech you can assign to those unassigned jobs.
ServiceTitan Community Team
