Skip to main content

​
Reassign a job

Move a job from one technician to another when availability changes mid-day or when a better-qualified tech is needed — the reassigned tech is notified automatically and the job updates in both the portal and the mobile app.

​
Before you start

  • You must have Dispatcher or Admin role.
  • The job must be in a reassignable status (typically Scheduled or Dispatched). Jobs that are In Progress or Completed cannot be reassigned without cancelling them first.
  • The receiving technician must be an active user with a Technician role.

​
Steps

​
From the portal (Jobs activity board)

  1. In the portal left navigation, click Jobs (or Dispatch) to open the activity board.
  2. Find the job you want to reassign. You can search by job ID, customer name, or filter by technician.
  3. Open the job detail by clicking the job row or card.
  4. In the job detail panel, locate the Assigned to field and click the edit control next to the current technician’s name.
  5. Search for and select the new technician from the dropdown.
  6. Click Save to confirm the change.

​
From the mobile app (dispatcher role)

  1. In the app, navigate to the Fleet section and open Unassigned jobs or locate the job through the job list.
  2. On the job card, review the Suggested technicians shown beneath the job details.
  3. Tap the technician avatar you want to assign the job to.
  4. On the Confirm reassignment screen, review the job title, job ID, location, and the selected technician’s name and unit code.
  5. Read the disclaimer: “The technician will be notified and the job will move out of the unassigned pool.”
  6. Tap Confirm reassignment to complete the change.

​
Result / verify

The job disappears from the previous technician’s schedule and appears in the new technician’s Schedule tab. The new technician receives a push notification. In the portal activity board, the job row now shows the updated technician assignment.

​
Troubleshooting

Technician not found in the dropdown. Confirm the user is active in Settings → Users and has a Technician role assigned. Save button is disabled or the assignment does not apply. The job may be in a status (In Progress, Completed) that blocks reassignment. Check the job status first.