Setup
You will need the following permission in your security group:
Can view property.
Can create and update properties.
Can bulk-generate routine maintenance tasks.
Click here to learn more about permissions and security groups.
Assigning a default technician to a property streamlines scheduling by automatically assigning routine tasks to that technician based on the service group.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
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How to assign field users to a service groups
On a property
Via Default technician allocator
How to assign contractors to routine services or routine service levels
On a property
Video
Via Bulk edit
Recommended steps
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