Product Type: Service

How is staff assigned to a service booking?

A service order line can be assigned to a staff member (the line carries an assigned staff user). From the admin's Scheduled Services area, an operator assigns staff to a booking, so the right person is allocated to perform the work at the scheduled time. A default staff member can be configured on the product (in ServiceDetail) to streamline common cases. Assignment turns a booked service…

A service order line can be assigned to a staff member (the line carries an assigned staff user). From the admin's Scheduled Services area, an operator assigns staff to a booking, so the right person is allocated to perform the work at the scheduled time. A default staff member can be configured on the product (in ServiceDetail) to streamline common cases. Assignment turns a booked service into an actionable task owned by a named person, and it's tracked through to completion rather than handed to a delivery driver.