Auto Assign

Auto Assign dispatching tool calculates a score for your field techs based on skill, certifications, travel distance, openness of schedule, and customer preferences and then automatically chooses and assigns the work order to the best field tech.

Steps:

1). Open the work order that you want to dispatch.

Ensure that the work order is unscheduled before you auto assign.

2). From the Search Resources dropdown menu, click Auto Assign.

Ensure that Late Work Start is not in the past.

3). In the Auto Assign message box, click OK.