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Work Order - default tech is no longer working for me
Work Order - default tech is no longer working for me

But she keeps showing up in the Work Order

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

Every time I create a Work Order for a particular customer, the system puts in a tech who is no longer working for me. How do I change this?

Key Points

  • Edit the customer's Location page

  • How the default tech is selected

  1. Open the customer's account page

  2. Click View to the right of the location

  3. Click Edit

  4. Change the tech in Default Route

  5. Click Save

How the default tech is selected

If you create the Work Order from within the customer's account, the default tech will automatically be selected. Note that you can manually change this in the Work Order from the Schedule tab.

If you create the Work Order from Sales > Work Orders, the system will auto-select the first technician (alphabetical order). 

If you create the Work Order in the Calendar while in Week or Month view, no technician is selected. 

If you create the Work Order in the Calendar while in Day view, the technician whose route you clicked on to create the Work Order will be the default technician.

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