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Assign and route work

Last updated July 23, 2026

Assign work from the Unassigned Jobs panel, then use Board, List, and Map to verify timing, workload, and geography.

Common uses​

  • Place newly booked work on a technician timeline.
  • Rebalance a busy day and verify the revised route.

Before you begin​

Confirm the appointment date, expected duration, business unit, required skills, and customer promise. Check technician shifts and current work before assigning.

Open Dispatch and assign an unassigned job​

  1. Open Operations → Dispatch → Board.
  2. Select the appointment date and business unit.
  3. Find the job under Unassigned Jobs.
  4. Review its customer, location, job type, priority, and duration.
  5. Drag the job to the intended technician and time.
  6. Release the card at the planned start.
  7. Open the job card and verify the appointment details.

The board shows a placement preview while you drag, helping you choose the intended start time.

Rebalance assigned work​

  1. Review the technician’s other jobs and shift.
  2. Drag the appointment to a different technician or time when needed.
  3. Confirm the new placement.
  4. Open the appointment to review arrival window, times, duration, and technicians.
  5. Use Reschedule an appointment when the customer-facing date or arrival window must change.

Verify the route​

  1. Open Map.
  2. Select the same date and business unit.
  3. Select the technician.
  4. Select View Route.
  5. Review route order and geography.
  6. Return to Board or List when another adjustment is needed.

Verify route changes before the technician begins travel whenever possible.

What happens next​

The assignment and schedule update on the job appointment and across Dispatch views. The job keeps its customer, location, scope, notes, and billing connections.

Troubleshooting​

The job cannot be dropped​

Confirm the destination technician is active, in the correct business unit, and available on that date. Review the appointment for missing schedule details.

The appointment moved to the wrong time​

Open the appointment and correct its date and time, or drag it to the intended placement and verify the saved result.

The route looks inefficient​

Review addresses and appointment commitments, then use Optimize routes and capacity if the day is ready for automated review.