When a work order is automatically created from a service request, employees are automatically assigned to work order services and work order itself based on a certain priority. 

For example, at first the system checks if there is a default employee assigned to a client service, if there is no such an employee, then the system checks if there is a default employee assigned a service, and so on.

Employees are automatically assigned in the following priority:

Work order services

1. Employee assigned as default to services assigned to a client for which the work order is created. 

  • On the Company tab, click Clients, and then point to the Select button next to the appropriate client, and click Services.
  • On the Client Services page, select service package, click Edit next to the appropriate service, and then set the default technician.

2. Employee assigned as default to services 

  • On the Company tab, click Services, and then click Edit next to the appropriate service, and set the default technician. 

3. The top first employee assigned to appointment of the service request from which the work order is created. 

  • On the Operations tab, click Service Request List, and then on the Service Requests page, click the appropriate service request, create an appointment and assign it to technician(s).

4. Employee assigned to service request from which the work order is created.

  • On the Operations tab, click Service Request List, and then on the Service Requests page, click the appropriate service request, click the General Info section, and select a technician in the Assign To box.

5. Employee assigned as default to the team of service request from which the work order is created.

  • On the Company tab, click Teams, click the appropriate team, and then in the Team dialog box, select a technician in the Default Technician box.

Work orders

1. Employee assigned to service request from which the work order is created.

  • On the Operations tab, click Service Request List, and then on the Service Requests page, click the appropriate service request, click the General Info section, and select a technician in the Assign To box.

2. Employee assigned as default to the team of service request from which the work order is created.

  • On the Company tab, click Teams, click the appropriate team, and then in the Team dialog box, select a technician in the Default Technician box.

3. Employee assigned to inspection created from service request. 

4. The top first employee from the team of the service request from which the work order is created. 

Did this answer your question?