Overview
Employees can be assigned directly to a work order from mobile — not just to individual tasks. Assigning an employee to a work order gives your team clear ownership and ensures the right person sees the work order in their queue. Each assignment includes a start date and estimated duration, so everyone knows when the work is expected to happen and how long it should take.
Accessing a Work Order
Tap the Routes tab in the bottom navigation bar.
Tap a route to open it.
Tap a work order to open it.
Tap the General tab (ⓘ icon).
Tap the pencil icon to open the edit view.
The Assignees section is visible in the edit form. Scroll down to find it.
How to Add an Assignee
Open the work order edit view (see Accessing above).
In the Assignees section, tap Add Assignees.
Search for or scroll to find an employee and tap to select them. Multiple employees can be selected at once.
Tap Add to confirm the selection.
Each new assignee appears with a default Start Date and Estimated Duration of 1 hour. Adjust these if needed.
Tap Save to apply the changes.
How to Edit an Assignee's Start Date or Duration
Open the work order edit view.
In the Assignees section, tap the assignee's name.
Update the Start Date or Estimated Duration.
Tap Save.
To edit multiple assignees at once, tap Edit All, select the assignees you want to update, set the shared Start Date and Duration, then tap Save.
How to Remove an Assignee
Open the work order edit view.
In the Assignees section, tap the trash icon next to the assignee's name.
Confirm the removal when prompted.
Tap Save to apply the changes.
Use Cases
Assigning on the spot: A supervisor is on-site and needs to hand off a work order to a technician immediately. They open the work order, add the technician as an assignee, and save — the work order appears in the technician's queue right away.
Splitting work across a team: A large work order requires two technicians working on different days. The supervisor assigns both, sets different start dates for each, and each technician sees when their portion is scheduled.
Reassigning when plans change: A technician calls in sick. A supervisor opens the affected work order, removes the absent technician, adds the replacement, and saves — the replacement now sees the work in their queue.
Troubleshooting
Issue: The Assignees section is not visible.
Solution: The Assignees section appears in the work order edit view — tap the pencil icon on the General tab to access it.
Issue: The work order is not appearing in an assigned employee's queue.
Solution:
Confirm the assignment was saved — tap the pencil icon and check that the employee appears in the Assignees section.
Ask the employee to perform a sync from the Settings screen.
Summary
Work orders on mobile can now be assigned directly to employees with a start date and duration per person. Add assignees through the work order edit view, adjust individual schedules or bulk-edit all at once, and remove assignees when plans change. Changes sync with the web so the whole team stays aligned.