Assign a job to a team member

Assigning a job makes it clear who's responsible for the work, and lets that team member see it as part of their own schedule.

1. Open the job

   Open the job you want to assign and go to the Information tab.

2. Find the Assignment card

   In the Assignment card, find the Assigned To field. Jobs start out Unassigned until someone sets this.

3. Choose a team member

   Tap the dropdown and search for or select the team member who should handle the job.

4. Log the change

   Servicebay opens an Add Message dialog to record the change. This is also where you can update the job's Status or Station at the same time if needed.

5. Save the assignment

   Tap Save to confirm. The job now shows that team member's initials on the calendar and in the job list.

6. Assign a job when you create it

   You can also set Assigned To while filling out a new job, so it's assigned from the start instead of after the fact.

7. Tips

   Assigning jobs to specific team members requires a Pro plan or an active trial. On the Basic plan, the Assigned To dropdown is disabled and jobs are automatically assigned to whoever created them. You can't leave a job Unassigned or hand it to someone else.