How to automatically assign PU and DEL legs of a job to contractors if they fall under any service areas?

Created by Shaikh Mudassir Khalid, Modified on Mon, 18 Dec, 2023 at 3:31 PM by Shaikh Mudassir Khalid

  1. Click on the option Organisation from the left navigation bar.

  2. Locate the option ‘App Settings’.

  3. Click on the option Preview’.

  4. Click on the tab ‘JOBS’ located at the top of the screen.

  5. Locate the section ‘Job Automation’.

  6. Locate the subheading ‘Automatically assign PU and DEL legs of a job contractors if they fall under any service areas’. Click on the checkbox ‘Enable automatic job assignments to contractors’.

  7. By enabling this feature, users can automatically assign PU and DEL legs of a job to a contractor if any of the service falls under their service areas.

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