Auto-Assign
Auto-Assign fills who on an appointment that already has a date/window and an empty staffing slot. It does not pick when.
Open from the appointment sheet or Dispatch. Permission dispatch.assign (view-only users cannot run it).
When to use
Section titled “When to use”Office wants the first eligible Active technician without opening the candidate list. Use Find candidates when a human should choose.
Eligible candidates
Section titled “Eligible candidates”Same feasibility family as Find candidates: working hours, time off, conflicts, qualifications, service area as implemented. Inactive technicians cannot be overridden onto the slot.
Auto-Assign refuses visits that need more than one slot, or that already have an assignee. Multi-person jobs: Find candidates / Build team / assign twice. See Crews.
Outcome
Section titled “Outcome”Success assigns that person. No candidate: the action fails without inventing a time. Dispatch still allows later manual assign. Assign anyway is a Find candidates / Dispatch override, not Auto-Assign.
Limitations
Section titled “Limitations”- Not auto-schedule (no date is chosen for you)
- Not GPS or ETA optimization
- Not bulk optimization across the week
- Not called by public booking (booking uses its own first-eligible picker and skips travel time)
- Not used by preventive maintenance generation (no appointment yet)
If Auto-Assign refuses a two-slot visit: expected. Staff people yourself.