Jobs arrive with a technician code from your field service system or import file. Linking each code to an Aiventic user is what makes the job show up in that person's My Jobs.
Who can do this: Owners only.
Steps
Go to Settings > Data Hub > Jobs.
Select Technicians. The Manage technicians panel opens.
Find the technician. Each row shows the technician code, the number of jobs, and badges such as Active, Inactive or Hidden. A row that says Unassigned user is not linked yet. Turn on Show unassigned only to see just those.
Select Assign on the row, or open the row menu (the three dots) and select Assign user. For a technician that is already linked, choose Reassign user from the row menu.
Choose the person in Select user, then confirm with the check mark. Choose No user to unlink.
When it works, the row says Linked to {name} and you see Technician updated successfully!
Other row actions
View this technician's jobs (or the linked person's name, for example "View Sam's jobs").
Mark inactive or Mark active.
Hide jobs or Unhide jobs. Hidden technicians are left out of the Dashboard Team view and of Iven's answers about jobs.
Good to know
Jobs are assigned in your source system. Aiventic matches each technician code to a user account.
Only active members of your team can be chosen. Invite people first if they are not on the team yet.
Troubleshooting
If you see Failed to update technician., try again. If it keeps failing, contact Aiventic support.
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