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

We have a large installation project coming up that requires two technicians on-site simultaneously. Right now it looks like FieldPulse only lets me assign one person per work order. My team can't move forward until we figure this out — we're scheduling 15+ of these multi-tech jobs next month. Is there a way to do this or do I need to create duplicate work orders?

Parents
  • 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!

Reply
  • 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!

Children
  • 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.