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Can I change the Primary Tech once the Techs have already Dispatched to a job?

Yes!  Even after a Proposals has been Completed, you can change the Primary Tech.

On the Dispatch board, Left-Click the job on either of the Techs, and select Edit.

Select the Visit Box.

Select the Details Tab.

Click the Primary Technician dropdown and select the Tech who you would like to change to the Primary.

Press the Save Button.

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Here are visual instructions:

On the Dispatch board, Left-Click the job on either of the Techs, and select Edit.

Select the Details Tab.

Click the Primary Technician dropdown and select the Tech who you would like to change to the Primary.

Press the Save Button.

 

If you require further assistance, please reach out to the Support Team using any of our channels - 

Email: Support@Pointman.com

Phone: 800-566-6940

Chat with us!

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