Manage unassigned jobs
Work through the unassigned job queue on the dispatch pool to make sure every open job has a technician assigned before the day begins.Before you start
- You must have Dispatcher or Admin role.
- Jobs enter the unassigned pool when they are created without a technician assignment, or when a previously assigned technician is removed.
- Make sure technicians are active in Settings → Users before attempting to assign them.
Steps
From the portal
- In the portal left navigation, click Jobs (or Dispatch) to open the activity board.
- Filter the board by Unassigned status (or look for the unassigned column in your board layout).
- Click a job to open its detail panel.
- In the Assigned to field, select a technician from the dropdown. The dropdown shows active technicians.
- Set or confirm the Scheduled date and time if not already set.
- Click Save to assign the job. The job moves out of the unassigned pool and into the technician’s schedule.
From the mobile app (dispatcher role)
- Open the Servinix app and navigate to the Fleet section.
- Tap Unassigned jobs to open the dispatch pool screen.
- The screen title reads Dispatch pool and lists all unassigned jobs. Each card shows:
- Job title and priority badge (ASAP in red or Standard in grey)
- Job ID and service location
- A Suggested row with technician avatars the system recommends based on proximity and skills
- Review the job details and priority. ASAP jobs should be dispatched first.
- Tap a technician avatar under Suggested to open the Confirm reassignment screen.
- On the confirmation screen, review the job (title, ID, location) and the technician (name, unit code, skills).
- Read the note: “The technician will be notified and the job will move out of the unassigned pool.”
- Tap Confirm reassignment. The job is removed from the dispatch pool and added to the technician’s schedule.