Exclude Field Service agents from being assigned work order tasks

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Exclude field service agents from a customer account.

    Before you begin

    Ensure that dynamic scheduling is set to ignore excluded technician.

    Role required: wm_dispatcher, wm_manager, wm_admin

    Procedure

    1. Navigate to All > Customer Service > Accounts.
    2. Click the customer account from which you want to exclude field service agents.
    3. Click Technician Preferences > New.
    4. Add the agent details with and set Assignment Preference to Excluded Agent.
    5. Click Update.

    Result

    The field service agent is added as excluded agent and is ignored to work on any tasks on the customer account.