Skip to main content

How to Allocate Technicians to Jobs 👷‍♂️

How to allocate a technician to a booking / job

There are 3 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

Method 3 - from the Diary - Unallocated Jobs column

  • On the left-hand side Menu, Click on Calendar → Daily View

  • In the Unallocated Jobs column, click the technician icon on the job

  • Choose a technician from the list

The job is added to that technician's day on the job's booking date, for as long as its estimated hours, in the next available spot. If you want to change its time, drag the job to a different spot in the Daily View.

Did this answer your question?