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Pick a service date and technician for unscheduled jobs

1 min read

For a job that doesn't yet have a service date, Find Tech now walks you through setting one before assigning a technician.

Steps

  1. On the Live page, select Find Tech on an unscheduled job.
  2. Choose a service date and time — past dates aren't selectable.
  3. Choose a technician from the full available list.

Result / verify

The job now has a service date and assigned technician, and the technician list showed your complete roster.