Service providers
Add a service provider, review their profile and coverage overview, and assign them from the maintenance-request profile.
A service provider does the work in the field. You add them to the account, review the profile, then assign them from the request profile — not from the provider list alone.
List, profile, and overview
On the service providers list, search by name or mobile. The profile shows contact details, services when shown, and availability. The overview summarizes coverage and load when the account enables that.
Add a provider with the name and mobile they will use in the app. Link the services they perform so they appear in assignment. Update availability when they should not receive work this week so they are not offered an urgent request.
Tip: Assignment happens on the request profile. Prepare the list here, then open the request, choose the provider, and save.
Assign from the request
While assignment is still open: open the request, choose the provider or a group if your account uses groups, and save. The job appears for the provider under latest assigned orders. Change the provider from the profile while the status still allows it.
Do not assign a provider to an address outside their coverage when the overview shows coverage. Read groups if you assign a team rather than a person, and tracking if you need their location on the map during the visit.
What to read next
- Maintenance requests — assignment happens on the request profile after this list is ready.
- Groups — when the account assigns a team, not one name.
- Tracking — live location during the visit.
- Assignments — what the provider sees in their app.