Assigning Technicians

Assigning Technicians to an RO is a simple and straight-forward process.

Step 1: #

Click on the RO card that you want to assign Technicians and go to the “Hours & Techs” tab.

Step 2: #

Using the drop-down menus to the right of each area (Body, Frame, Mechanical, Paint, and Miscellaneous), choose the technician you would like assigned.

Step 3: #

Click “Save & Close” on the dialog. That’s as easy as it is to assign Technicians to an RO.

NOTE: If triggers have been set up with the SMS module then each technician will be sent an SMS message indicating they’ve been assigned to this RO when you click save and close on this dialog.

Result #