Assigning Engineers to Jobs
Assign one or more engineers to jobs. Jobs can have multiple engineers with a designated lead engineer who is the primary contact.
Employee Setup Required
Engineers must be set up as employees first. Go to Contacts → Employees to add your team members.
Assigning Engineers
- 1 Open an existing job or create a new one
- 2 In the Engineers section, click Add Engineer
- 3 Search for and select an employee
- 4 Toggle Lead if this is the primary engineer
- 5 Add more engineers if needed
- 6 Click Save
Lead Engineer
The lead engineer is:
- Primary point of contact for the job
- Responsible for job completion
- Shown prominently on job details
- Can mark the job as complete from their diary
Multiple Engineers
When multiple engineers are assigned:
- All assigned engineers see the job in their diary
- Job appears on each engineer's calendar
- Only one engineer should be marked as lead
Removing Engineers
To remove an engineer from a job, click the remove button next to their name in the job editor. If you remove the lead, remember to assign a new lead.