(Classic Version) Service Job - Job Clocking and How to Assign a Technician

This article will cover two things:

• Service Job - Job Clocking

• How to assign a Technician to a Customer Order > Service Job

Job Clocking and Assigning a Technician

Option 1

1. From the Blackpurl Header > click

2. The All Open Jobs window will pop up.  There are three tabs: 

• Service Jobs - This tab will be reviewed in this article.
• Other Tasks - This tab will be reviewed in our article - Other Tasks - Job Clocking On / Off 
• Manage Tasks - This tab will be reviewed in our article - Other Tasks - Job Clocking On / Off 

     

 to assign another technician > click

 If no technician has been assigned, assign a technician by clicking >  

E.  Total job clocking time that has already been processed onto that relevant Service Job line item ie.

A total of 1 hour job clocking has been processed in our example. If you wish to see the job clocking entries, click on  to list each job clocking entry.

          G.  If you want to search for a specific customer order, use this search function.
        

3. For the purpose of this article, we are going to work with the following Service Job and assign a technician

• Status is Ready to start (so we are presuming that the unit is onsite and ready to be worked on)
• It is a Customer Pay Customer Order
• Customer is Blackpurl Test
• Unit is Bayliner
• No Technician has been assigned.
  
  Click on and then select the technician you want ie Keith O'Brien

Option 2

Blackpurl will also allow you to assign Technicians directly from the relevant Customer Order > Service Job > Technician time section

1. Navigate to the relevant Customer Order > Service Job > Technician time section then click

Other Information

To learn how to Job Clock ON / OFF Service Jobs, please review our article - Service Job - Job Clocking On / Off

To learn how to Job Clock ON / OFF Other Tasks, please review our article - Other Tasks - Job Clocking On / Off