Assign jobs to technicians
Updated August 9, 2026 · 2 walkthroughs
Every job starts unassigned, which in practice means it is yours. Move it onto someone else's lane by hand, or let auto-assign sort the whole column at once.
Assign a job to a technician
0:15On a computer
- Unassigned work is the first thing you see
- The Team page: five jobs waiting, nobody on them yet
- Pick the job that needs an owner
- The Assign Job panel opens, with a recommendation already made
- Rhumbit recommends one before you choose
- Tara is picked — the button now reads Assign to Tara Nguyen
- Assigned — it's on their route now
- Assigned: four jobs left unassigned, Tara's count is up to four — and Rhumbit flags that it overlaps Marisol Vega (1:30pm – 3:00pm)
Recorded August 2026
Auto-assign
Auto-assign the unassigned work
0:09On a computer
- Four jobs today with nobody on them yet
- The Team page, with the unassigned pile waiting
- One click, everyone has a route
- All jobs assigned — Unassigned Today drops to zero and the column empties
Recorded August 2026
Auto-assign matches jobs to technicians on skills and location. Someone with no skills set is skipped — if a technician keeps ending up with an empty day, check their skills in Team before assuming the algorithm is wrong.
What the technician sees
The job appears on their day immediately — there is no publish step and no notification to send. Equally, un-assigning it takes it away again just as immediately, so avoid shuffling lanes once people are on the road.
Unassigned jobs do not appear on anyone's phone, including yours. If a job seems to have vanished from the field, the usual cause is that it is still sitting in the Unassigned column.
More in Planning the day
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