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Assign Trucks to Technicians

Assign techs to a truck from either the technician profile or the truck page

Support avatar
Written by Support
Updated over 3 weeks ago

Assign trucks to technicians to track who is driving the vehicle and responsible for the inventory on the vehicle. Inventory will auto-deduct from a technician's assigned truck as they complete jobs.

Assign a Truck from the Technician Profile

  • Click "Technicians" from the left side menu

  • Click the NAME of any technician to view their profile page

  • Scroll down to "Assigned Vehicle" section and Click "add vehicle"

  • Click any Truck (vehicle) in the list that appears to assign it to the technician


Assign a Technician from the Truck Page

  • Click "Trucks & Tools" from the left side menu

  • Click on the Truck you want to assign

  • Click "Assign Technician"

  • Click any technician's name to assign the truck to that technician


How to Change or Un-Assign an Assigned Truck

  • Click "Technicians" from the left side menu

  • Click the NAME of any technician to view their profile page

  • Scroll down to "Assigned Vehicle" section and Click "switch vehicle"

  • Change assignment or un-assign the truck

    • Change Assignment - Click any Truck (vehicle) in the list that appears to assign it instead of the currently assigned truck

    • Un-assign - Click the "Unassign this vehicle" option at the top of the list that appears to un-assign the truck from the technician

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