Give a job to a technician

A job taken in waits on the board with No technician until someone gives it to one. The technician then finds it on My jobs, in the order to work on, and clocks their time against it.

Steps

1. Find the job on the board

   On the Job board, find the job, or type its number in “Search number, item, customer”. A job nobody has yet shows No technician, and the board counts them, such as 19 not assigned.

2. Open its menu and tap Assign a technician

   Tap … on the job, then Assign a technician. The dialog Technician for the job opens.

3. Choose the technician

   Each technician shows how busy they are, such as 4 open · 0 h left: their open jobs and the hours of labour left on them. Tap the one who will do it.

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4. Tap Save

   Kila says Assigned, such as “JOB-000097 assigned to Dennis Otieno.”, and the job shows the technician’s name. They get a notification: “JOB-000097 assigned to you”.

5. The technician sees it on My jobs

   On their phone, the job is on My jobs with what needs doing, the customer’s complaint and the parts it needs, and Start to start the clock.

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You can also choose the technician on the job card, under Technician.

For your business

For garages and equipment workshops

A Workshop controller gives each job its technician, and at a garage its bay or lift too. See Workshop controller.

For businesses that work at the customer's site

Site visits are given to a technician or crew on the Day board. See Tell the customer you are on the way.

Steps differ for garages and equipment workshops and businesses that work at the customer's site. Choose your businessNothing here differs for your business, .

What if

The job should go to someone else, or nobody yet

Open the menu again and tap Change the technician. Choose another, or Nobody yet: Kila says “JOB-000097 unassigned.” and the job goes back to No technician.

There is no Assign a technician in the menu

Your role does not assign work. A service advisor, for example, takes jobs in and talks to customers, and a manager gives the work out.

The technician is not in the list

The list shows the technicians set up as staff that jobs can be given to, under Services › Staff and resources. The owner or a manager adds them there.

Needs a manager

Service managers, workshop controllers and owners give jobs to technicians.

Related

• The job board: the technicians’ load above the board.
• Technician: what a technician does on My jobs.
• Add parts and labour to a job: the time and parts on the job.

Next: the technician starts the clock and asks for parts: Technician.