How to send job assignments to techs from Scheduling

Learn how to (batch) send job assignments from Scheduling
Written by Mony
Updated 1 year ago

You can send job assignments via email to your assigned tech/team from 2 places:

Make sure your templates for customer notifications in Settings -> Booking forms & Communication -> Email communications

How to send multiple job assignments from Scheduling:

  • Click on 'Send job assignments'

  • Choose the date and the tech/team you want send assignments for
  • Then click on 'Click to search jobs'

  • Choose the jobs that you would like to send as assignments via email to your cleaner/team
  • Click on 'Send assignments'

Example of the daily job assignment that techs will receive:

Considerations:

  • Job assignment emails will be sent to each individual if assigned to a team
  • A 'J' icon will appear on the job card in the Scheduling view when job assignments are sent out for that specific job as confirmation

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