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Adding Engineers to Job Sheets
This feature will be available to all users soon.
The assistant will make sure the right engineers are selected based on a few variables, which can be zone, trades and skill level, estimated time of job and qualifications. This article will show you the assistant enabled by default and how you can turn it off if you want to select any engineer regardless of the variables.
To use the assistant, you need to set engineers with all or at least one of the zones, trade, skills and qualifications. You can look at the articles below to set these up:
First, you must be on a job sheet to use the assistant. Go to Engineers > Add.
You will see the assistant ticked meaning it’s currently being used to find the right engineer for that job. If you don’t want to use the assistant filters, untick the assistant box.
The engineer’s name will now be added to the job.
If the engineer is set to sync by default, then it will sync at the next scheduled time. If they’re not, you will need to tick the ‘Sync‘ box.
Click ‘Save & Close‘ in the top right of the job sheet and the job will sync at the next scheduled time.
