Steps
1. Open the work order you want to update
- Navigate to the specific work order where you want to change the assigned technician.
- Make sure the work order is within the same company and you want to reassign to another technician in that company.
2. Use the Switch Tech option
- In the work order, click the three dots on the right-hand side.
- Select Switch Tech from the menu.
3. Choose a qualified technician
- A list of technicians from the same tech company will appear.
- Only technicians with the same qualifications for the job will be shown.
- Select the technician you want to assign.
4. Confirm the reassignment
- A confirmation box will appear.
- Click Confirm to complete the switch.
5. Verify the new technician is assigned
- The work order will update to show the new technician.
- In the example, the assignment changes from Kyle Brown to Sean Stevens.
- The newly assigned technician receives a system notification and becomes the technician on site.
Video Walkthrough
Prefer to watch? Watch the full step by step walkthrough below.
