Dispatch a job to a technician

Drag it on the Dispatch Board#

1. Open Dispatch in the sidebar.
2. Find the job in the Unassigned rail. Sort it by Priority, Time or Customer.
3. Drag it onto the technician's lane, at the time you want. A job already booked for that day keeps its time.
4. Check the toast, for example "assigned to Mike at 9:00 AM". Click Undo if it is wrong.

Plan the day suggests assignments for everything in the Unassigned rail. Review them before accepting.

Assign with the drawer (and notify the customer)#

1. On the board, right-click the job and choose Assign.
2. Choose the Technician.
3. Optional: tick Send ETA notification to customer.
4. Click Assign Job.

Assign from the job page#

1. Open the job.
2. In Assigned Technicians, click Add technician and choose who.
3. Repeat to add more than one person.

Send a crew#

1. Open the Assign Job drawer as above.
2. Under Crew Members, click Add Crew Member and set each person as Lead or Assistant.
3. Click Assign Job.

What happens next#

• The technician gets an in-app and push notification and sees the job in the Ormi Field app.
• The status moves to Dispatched. Ormi does not text the customer at this point unless you ticked Send ETA notification to customer.
• When the technician taps On My Way, the customer gets a text with a live tracking link.

What if this fails?

"You do not have permission to dispatch jobs".

Ask an admin to check your role under Team, Roles.

The technician isn't listed as a lane.

They may not have field access. Turn it on under Team, Field Access.

The technician says the job isn't on their phone.

See A technician can't see a job.

Related tasks

• Reschedule or reassign a jobJobs and scheduling
• Create, dispatch, reschedule and reassign: the dispatcher guideJobs and scheduling
• A technician can't see a job on their phoneTroubleshooting