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'Rainbow' of tech choices in a Work Order
'Rainbow' of tech choices in a Work Order

Create the Work Order from the customer's location page

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

This routing is available in the Business and Pro subscription plans.

Summary

When you create a new Work Order from the customer's location page, in the Schedule tab, there is a 'rainbow' of tech choices above the Technician button that will give you list of techs with the date & time and the tech that will be closest to the service location.

Key Points

  • The system looks to see which techs are going to be closest

  • Green is closest in date & time, blue is farthest away

  • The rainbow does not appear in certain circumstances

The system looks to see which techs are going to be closest to this location on any given day. The techs on the left are closest to this location and are considered as the 'best fit'. The techs on the right are farthest away and are considered to be not such a good fit. 

If the customer does not care which day you schedule the appointment (commercial or residential outside work), select the left-most tech for the best routing efficiency. 

The rainbow does not appear when:

  • You click and drag to create a Work Order in the Calendar

  • Create the Work Order from Sales > Work Orders

  • You edit an already saved Work Order

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