How to send job assignments to techs from Scheduling

Learn how to (batch) send job assignments from Scheduling
Written by Mony
Updated 10 months 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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