In Ply, you can easily assign technicians or any other users in your account to specific jobs, ensuring that tasks are properly managed and tracked. Follow the steps below to get started!
How to Assign a Technician to a Job?
1️⃣ Go to the Jobs Section
Open the Ply app or web version.
Navigate to the Jobs tab.
2️⃣ Select the Job You Want to Assign
Click on the desired job and then go to the three dots > Edit:
3️⃣ Assign a Technician
Locate the Assign Employees field.
Click on it and select the technician from the list of available users.
4️⃣ Save the Info
Confirm your selection and save the changes.
Still need help? Contact Support!