Assigning field techs to metro areas

With Workiz, you can make sure that you only assign field techs that can actually service the area where the job is located.

Note: This article is meant for accounts that use Metro areas

1. Go to your team section from the left menu.

Workiz   DASHBOARD (2)

2. Edit one of your team members by clicking their name.

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3. Scroll down to the Service areas section and check the areas this tech can service

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4. Click update.

In your jobs

Once a metro area has been selected, your optional tech list will update to show only techs that can service that area.Workiz   EDIT JOB  Job ID   OBLT1K

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