How are calls assigned to technicians?
- Click the Menu icon in the top-left corner of the page. Then, select X-PRO, followed by Service, to open the Service module.
- You will be redirected to the X-PRO Service page. From there, click on the Calls option.
- A list of all service calls will be displayed in their respective stages. Click the three dots (⋮) next to the service call to which you want to assign a technician, then select Edit Service Details.
- A pop-up window will appear. Scroll down slightly until you reach the Technician / Field User section, then click the field. A list of all available Technicians / Field Users will be displayed for selection.
- Select the technician you want to assign, then click Update Service Call to save the changes.
- Once the technician has been assigned to the service call, their initials will be displayed next to the call. A confirmation notification will also appear in the top-right corner of the screen.
Related Articles
- How to Edit a Service Call for an X-PRO Project
- How Do I Identify Technician Workload Distribution
- How Do I Filter Service Projects by Assigned Resource
- How Can I Assign a Technician to an X-PRO Service Project
Updated on: 10/08/2026
Thank you!