Assigning Jobs to Team Members

Assign jobs to individual team members or groups so everyone knows what they're responsible for. Filter the job list by assignee to see who's working on what.

Assign a Job

Every job can be assigned to a team member. The assignee is the person responsible for completing the work.

  1. Open the Job

    Navigate to the job you want to assign.

  2. Tap the Assignee Button

    Tap the Assignee button near the top of the job screen. It displays the current assignee's name, or is empty if no one is assigned.

  3. Select a Team Member

    A dialog opens showing your team members. Tap a person to select them as the assignee.

  4. Save

    Confirm your selection. The job is updated immediately and the assigned team member can see the job in their list.

Note: Only business owners and users with job edit permissions can assign or reassign jobs.

Assign to a Team Group

For jobs that require multiple people, you can assign a team group instead of a single person. All members of the group will see the job as assigned to them.

How It Works

  • When you tap the Assignee button, you can select multiple team members
  • If you select one person, they are assigned individually
  • If you select multiple people, a team group is created for the job
  • The Assignee button shows the count of assigned members (e.g., "Assignee: (3)")
Tip: Team groups are useful for larger jobs that need a crew. Each member of the group can see the job and its details.

View Assigned Jobs

The jobs list shows who is assigned to each job. You can also filter the list to see only jobs assigned to a specific person or group.

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Assignee Name

Each job in the list displays the assigned team member's name so you can see at a glance who is responsible.

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Filter by Assignee

Use the assignee filter on the jobs list to show only jobs assigned to a specific team member or group.

Change or Remove Assignment

You can reassign a job to a different team member at any time, as long as the job is not completed.

  1. Open the Job

    Navigate to the job you want to reassign.

  2. Tap the Assignee Button

    The current assignee is shown. Tap the button to open the selection dialog.

  3. Select a New Assignee

    Choose a different team member or group. To remove the assignment entirely, deselect all team members.

Important: The Assignee button is disabled on jobs that are completed or deleted. You must reopen a completed job before changing its assignment.

Activity Log

Every assignment change is recorded in the job's activity log. This gives you a history of who was assigned and when.

What's Tracked

  • Assigned to — records the team member's name and the date
  • Reassignments — each change is logged separately

View the activity log at the bottom of the job screen to see the full assignment history.