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How Assign Or Unassign Technicians From A Job Source (From Job Source Menu)
How Assign Or Unassign Technicians From A Job Source (From Job Source Menu)
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Written by Uleadz Client Care
Updated over 2 years ago

1. From the left side menu select “Settings”.

2. Once it opens up, select “Job Sources” from the top menu.

3. You will be able to see a list of your already added Job Sources and access to their profile to make changes or see information. Select the Job Source you want to work on.

4. Go to the “Technicians” section within the Job Source profile and select which technicians you want assigned. Technicians showing on the left (green) side of the screen are assigned to the Job Source. To unassign, just click on the arrows on the right next to the technician’s name. Technicians on the right (red) side of the screen are unassigned. To assign, just click on the arrows on the left next to the technician’s name.

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