Assigning surveyors and operatives
Every unassigned job sits in a tray until it’s dragged onto a person and a slot, or reassigned from one person to another already on the calendar.
What it is
Survey visits can only go to surveyors; works-order visits can only go to operatives — the calendar enforces this itself, so a survey card can’t be dropped onto an operative’s lane. Suggested assignees appear alongside each unassigned card with a plain-English reason (for example, proximity to the property) and, where relevant, a proposed time slot — these are suggestions only; the final choice is always yours. Every drag-and-drop action has a keyboard- and screen-reader-safe equivalent through each card’s Reassign to… menu.
How to do it
- Open Schedule and find the job in the unassigned tray — surveys and works orders sit in separate trays.
- Drag the card onto a surveyor’s or operative’s lane at the day and time you want, or use a suggested assignee’s own Assign action if one is offered.
- To move an already-scheduled job to a different day, time or person, drag it directly on the calendar, or use its Reassign to… menu.
- To send a job back to the unassigned tray, drag it off the calendar onto the tray area.
- Confirm the change in the toast message that appears, which names who the job is now assigned to and when.
How it integrates
A reassignment lands in the new assignee’s field app and personal calendar feed immediately — there’s no separate “notify” step. Moving an already-in-progress job to a new slot changes its scheduled time only; it never rewinds its stage back to scheduled or open. An operative can never be handed a survey visit, and a surveyor is never suggested a works-order visit — manual assignment is slightly more permissive than suggestions (any active non-operative role can still be manually handed a works order for smaller teams), but the reverse is never possible either way.
Common problems
- I can’t drop a survey card onto an operative’s lane. That’s deliberate — operatives use the stripped-down works experience in the app and have no survey workflow to open it in; assign the survey visit to a surveyor instead.
- No suggestions appear for a job. There are no active surveyors (or operatives, for a works order) to suggest — add or reactivate someone, or assign manually regardless.
- A job I reassigned still shows the old assignee somewhere. Check you’re looking at a cached view — refresh; the assignment itself updates immediately and the field app reflects it as soon as it next syncs.