How do I assign a job to multiple technicians at the same time?

Yes — you can assign multiple technicians directly on the work order.

• Open the work order
• Click Assigned Technicians
• Select additional names from the dropdown

All selected techs get notified and the job appears on each person's mobile schedule. No duplicate work orders needed.

Hi Brandon — great question, and one that comes up frequently during implementation. What I typically recommend is understanding the full scope of how FieldPulse handles team-based assignments before you start creating your work orders.

In my experience working with operations teams of your size, there are actually two ways to approach this depending on your reporting needs. The method Sylvia mentioned above works well for straightforward scenarios where you simply need multiple people on-site and don't need to track individual time separately for payroll or job costing purposes.

However, if you need to capture individual clock-in/clock-out times for each technician, or if your installation projects involve different phases where Technician A does setup while Technician B handles configuration, you might want to consider creating the work order and then using subtasks or checklist assignments to track who did what. This gives you cleaner reporting downstream when you're analyzing technician utilization.

For your immediate need — 15+ jobs with two techs working the same window — the multi-assign feature on the work order itself will absolutely handle this. The only caveat I'd add is that if you're using our QuickBooks integration, you'll want to verify how your labor items are mapped so that time entries flow correctly. We've seen cases where teams with complex billing rules need to adjust their service item setup.

Let me know if you want to walk through the reporting implications — happy to schedule time to review your specific workflow.

Thanks both — Sylvia's steps got me there. The dropdown was not obvious, had to look twice.

Daniel, we're not tracking individual time on these so the simple approach works. I'll flag the QuickBooks point with our finance team.

Happy to help confirm, Brandon! You're all set with the multi-assign approach Sylvia outlined.

One quick addition: once you have multiple technicians assigned, you'll see each person's avatar on the dispatch board tile, and En Route / Arrived statuses update independently. If either technician marks the job complete, it closes for both — so make sure your team communicates about who's actually finishing.

For step-by-step visuals, see Assigning Multiple Technicians to a Single Work Order in our Help Center.

If you run into any issues with those 15 jobs, feel free to reach out!

Pro tip: if you need both techs to sign off separately (like for safety compliance on big installs), add a checklist with signature fields assigned to each person. FieldPulse doesn't enforce per-tech signatures by default on multi-assign jobs.

Also worth noting — dispatch notifications go to everyone at once, so if you've got techs who share a van, they might get simultaneous pings. Not a problem, just something I've seen confuse new teams.