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Reassign a technician

Update an appointment when a different technician—or a different group of technicians—will complete the visit.

Last verified July 22, 2026 · Nexus web app

Before you begin​

Technicians are assigned to individual appointments. If a job has more than one appointment, confirm the date and time of the visit you want to change.

Open the appointment​

  1. Click Jobs.
  2. Find the job and click its Job ID.
  3. Scroll to Scheduling & Appointments.
  4. Find the correct appointment.
  5. Click the appointment pencil to open Edit Appointment.

The Edit Appointment dialog with scheduling fields, technician checkboxes, status, and special instructions.

Use the technician checkboxes in the appointment editor to change the assignment.

Change the assignment​

  1. Find Assign Technicians.
  2. Clear the checkbox beside each technician who should no longer be assigned.
  3. Select the checkbox beside each technician who should complete the visit.
  4. Review the appointment date and time.
  5. Click Save Changes.

Click Cancel to close the dialog without changing the assignment.

What happens next​

The appointment card shows the updated technician assignment. Review the card before leaving the job to confirm you edited the intended visit.

Troubleshooting​

A technician is not listed​

Confirm the technician is active and available to the job's business unit. If the technician still does not appear, ask a manager to review the team member's setup.

You cannot save the assignment​

Confirm at least one technician is selected, then review the required appointment fields before clicking Save Changes again.

You opened the wrong appointment​

Click Cancel, then compare the appointment date and arrival window before opening the correct visit.

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