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How to Allocate Technicians to Jobs πŸ‘·β€β™‚οΈ

How to allocate a technician to a booking / job

Updated over a week ago

There are 2 ways to allocate a technician to a job in Auxo.

πŸ“Note: If you need to allocate multiple technicians to the one job, you can allocate individual technicians to each service using the scheduler, read more here: Using the Scheduler

Method 1 - On the JOB page

  • Go to Job Management β†’ Jobs

  • Click the Allocate Technician dropdown

  • Select the Technician you wish to allocate to the job

Method 2 - from the Diary - Daily View

  • On the left-hand side Menu, Click on Calendar β†’ Daily View

  • Here you can drag-n-drop Unallocated Jobs, to the desired technician and time slots

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