Select multiple unassigned jobs and assign to one technician

msjewell23
New Contributor II

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. 

2 REPLIES 2

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

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

baraica
Community Manager
Community Manager

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. 

Engagement Manager
ServiceTitan Community Team