Unassign Technician

SaraDunne
New Contributor

Can you tell me if there is a way to unassign a tech from a dispatched call? Or to undispatch them from a call so that it can be assigned to another technician.  This is not for when they have time on the job, just to send a different technician than the one who is traveling there.  Thank you!!

1 ACCEPTED SOLUTION

stephflowpros
New Contributor II

Screen Shot 2024-01-18 at 2.07.01 PM.png

If you go onto the job page, scroll down to where the appt is showing. From there you would click the 3 dots in the upper right hand corner of the appt, then click "dispatch/cancel dispatch". It will then have you select the technician you want to cancel your dispatch for. After that you can reassign the appt to another tech. The same can be accomplished from the little popup screen on the dispatch board if you click on the appt and the window opens on the right side of the board

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3 REPLIES 3

SaraDunne
New Contributor

Thank you so much!  We recently started using this software and still trying to figure a lot out.

No worries. That is the purpose of this community group. To help and learn solutions and/or new and different ways to do things. 

stephflowpros
New Contributor II

Screen Shot 2024-01-18 at 2.07.01 PM.png

If you go onto the job page, scroll down to where the appt is showing. From there you would click the 3 dots in the upper right hand corner of the appt, then click "dispatch/cancel dispatch". It will then have you select the technician you want to cancel your dispatch for. After that you can reassign the appt to another tech. The same can be accomplished from the little popup screen on the dispatch board if you click on the appt and the window opens on the right side of the board