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.
How to assign field users to a service groups
On a property
1. Navigate to the Routines tab on the property and click Manage routine services.
1. Navigate to the Routines tab on the property and click Manage routine services.
2. Select Allocate default technicians.
2. Select Allocate default technicians.
3. Press + ADD, select Service Group, Technician, and click Save.
3. Press + ADD, select Service Group, Technician, and click Save.
Via Default technician allocator
1. Open the Tasks page, click Programme Maintenance, and select Default technician allocator.
1. Open the Tasks page, click Programme Maintenance, and select Default technician allocator.
2. Select the Service Group and apply filters to narrow down the list of properties.
2. Select the Service Group and apply filters to narrow down the list of properties.
3. Using the Selector widget, place the relevant pins on the map to select the properties to which you wish to allocate a default technician. Double-click on the last pin to secure the shape.
3. Using the Selector widget, place the relevant pins on the map to select the properties to which you wish to allocate a default technician. Double-click on the last pin to secure the shape.
4. Select the technician from the Assign Technician drop-down and Click Assign.
4. Select the technician from the Assign Technician drop-down and Click Assign.
To view default technician allocations for all properties, open Default technician allocator and click View allocations.
To view default technician allocations for all properties, open Default technician allocator and click View allocations.
Use the Default technician allocator to remove default technician allocations in bulk by selecting Remove currently assigned technician.
Use the Default technician allocator to remove default technician allocations in bulk by selecting Remove currently assigned technician.
How to assign contractors to routine services or routine service levels
On a property
1. Navigate to the Routines tab on the property and click Manage routine services.
1. Navigate to the Routines tab on the property and click Manage routine services.
2. If assigning the subcontractor to the entire routine, click Actions > Edit. If assigning to a specific level, click on the level, then Edit [Level Name].
2. If assigning the subcontractor to the entire routine, click Actions > Edit. If assigning to a specific level, click on the level, then Edit [Level Name].
3. Select an existing contractor in the Subcontractor field and click Save.
3. Select an existing contractor in the Subcontractor field and click Save.
Via Bulk edit
1. Navigate to Customer Data > Routine Servicing and click Routine Services or Routine Service Levels tab.
1. Navigate to Customer Data > Routine Servicing and click Routine Services or Routine Service Levels tab.
2. Select all applicable routine services or routine service levels and click Edit X.
2. Select all applicable routine services or routine service levels and click Edit X.
3. Select a Contractor and click Apply Changes.
3. Select a Contractor and click Apply Changes.
