How to Assign the Technician

3. Assign a Technician (Optional)

1. Click Assign Technician in the header.
2. Select a staff member who has the Repair & Service permission.
3. If you don’t want to assign a technician yet, you can leave it unassigned.

Note: Assigning a technician is optional and is not required to proceed.

4. Set the Priority (Optional)

You can set the service priority to:

• Low
• Normal
• High

Priority helps your team identify and manage service workload.

5. Add Internal Notes

1. Add internal notes describing:
   • What you found during the assessment
   • What needs to be repaired
   • Any other information the service team should know
2. If you have created note templates, you can use them to add notes quickly.