Understanding Assignment Logic
Engineer assignment matches the right technician to each job based on multiple factors:
Assignment Criteria
Primary Factors
- Required skills match
- Current availability
- Workload balance
Additional Considerations
- Travel time
Assignment Methods
Method 1: Manual Assignment
Direct engineer selection:
From Job Record
- Open the job record
- Click Dispatch
- Select appropriate technician time slot
Manual Selection Criteria
- View engineer skills
- Check current schedule
Method 2: Assignment from Dispatch Board
Visual assignment interface:
Dispatch Board Assignment
- Open Dispatch Board
- View unassigned jobs
- See available engineers
- Drag job to engineer
- Confirm assignment
Visual Benefits
- See full schedule
- Identify gaps
- Optimize routes
- Balance workload
Method 3: Auto-Assignment
System-recommended assignments:
Auto-Assignment Process
- Open Dispatch Board
- Select jobs from unassigned list
- Click Auto-Assign
- System analyzes:
- Skill requirements
- Engineer availability
- Geographic efficiency
- Current workload
- Suggests best match
- Review and confirm
Algorithm Considers
- Minimum travel time
- Skill proficiency levels
Common Assignment Scenarios
Scenario 1: Emergency Repair
Situation: AC failure, 95°F day Assignment Process:
- Check emergency protocol
- Find available certified tech
- Reroute if necessary
- Notify affected customers
- Dispatch immediately
Scenario 2: Complex Installation
Situation: Commercial system install Assignment Process:
- Identify lead technician
- Assign helper/apprentice
- Block adequate time
- Coordinate equipment
- Schedule inspection
Scenario 3: Warranty Service
Situation: Covered repair Assignment Process:
- Verify warranty status
- Assign certified tech
- Note coverage limits
- Follow manufacturer requirements
- Document thoroughly
Scenario 4: Multi-Trade Job
Situation: HVAC + Electrical work Assignment Process:
- Assign primary HVAC tech
- Schedule electrical support
- Coordinate timing
- Ensure all permits
- Manage customer expectations