Assigning Technicians
Learn how to assign the right technician to each job
Manual Assignment
To manually assign a technician to a job:
Open the job details or edit the job
Click on the Assigned Technician field
Select a technician from the dropdown
Save the job
Dispatch Board Assignment
Using the dispatch board for visual assignment:
Navigate to Dispatch → Dispatch Board
Find unassigned jobs in the left panel
Drag the job onto a technician's schedule
Drop it on the desired time slot
AI-Powered Assignment
Let ServiceCrew AI suggest the best technician based on:
Skills
Match technician skills to job requirements
Location
Minimize travel time and fuel costs
Availability
Check existing schedule conflicts
Workload
Balance jobs across the team
Customer History
Same tech for repeat customers
To use AI assignment:
Bulk Assignment
Assign multiple jobs at once:
Go to Jobs list view
Select multiple jobs using checkboxes
Click Bulk Actions → Assign Technician
Choose a technician and confirm
Reassigning Jobs
To move a job to a different technician:
Edit Job
Change assigned technician
Drag & Drop
Move on dispatch board
Notifications
Both techs notified of change
Technician Availability
Check availability before assigning:
Best Practice
When possible, assign the same technician to repeat customers. This builds rapport and allows the tech to become familiar with the customer's equipment.