Assigning work orders to multiple employees

Note: Service Receivables features are available only if you purchased the Service Receivables Add-On Module.

You can copy and paste appointments to other technicians.

To assign a work order to multiple employees:

  1. Open 11-2 Work Orders/Invoices/Credits.
  2. From the Options menu, select Dispatch Board.
  3. Using the data control, select the day you want to view.
  4. Right-click the appointment, and then select Copy Work Order.
  5. In the column for the technician to whom you want to assign the work order, click the time, and then click Paste Work Order.