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How to Allocate Technicians to Jobs 👷‍♂️

How to allocate a technician to a booking / job

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

📝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 → 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 → Daily View

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

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