Sometimes, you might have multiple technicians working on the same job. Rather than creating separate jobs for each, you can assign the same job to multiple technicians.
Assigning multiple technicians when creating the job or from the Job Detail screen is easy.
A New Job
When you create a new job, you can select more than one technician's name to assign it to as many technicians as necessary.
An Existing Job
When you view the Job Detail screen, you can click on the ASSIGNEE name in the top right corner, select the technicians you would like to assign the job to, and click SAVE.
Limitations for Jobs with Multiple Assignees
When a job assigned to multiple technicians is scheduled, the event in the Scheduler behaves slightly differently from other jobs.
All the technicians need to be scheduled for the same day. Currently, you cannot schedule a shared job on different days for each technician. When you reschedule the job for one technician, it will reschedule it for all the assignees.
If you try to drag the job to a technician already assigned, you will get an error message.
When adding time, notes, and photos or rescheduling a multi-tech job, there might be a slight delay (1 or 2 seconds); please be patient while the software updates the jobs for all the technicians.