Assign and reassign handymen to installation jobs

Every installation needs a handyman before work can begin on site. You can assign a handyman when you first schedule the installation, or come back to the installation list and assign one later. If plans change after an assignment is already in place, you can reassign the job to a different person — provided the installation is still in an active state.

When you can assign or reassign

The assignment controls appear on an installation row based on the current situation:

Situation	Button shown
No handyman assigned and status is not Cancelled or Rejected	Assign
Handyman already assigned and status is Installer Assigned or En Route	Reassign
Status is Cancelled or Rejected	No assignment button — assignment is locked

Note

You cannot assign or reassign a handyman once an installation is cancelled or rejected. If you need to restart the job, create a new installation record.

Assign a handyman

Find the installation

On the Installations page, locate the installation that needs a handyman. Installations without a handyman assigned show "No handyman assigned" in the handyman column and display an Assign button.

Click Assign

Click the Assign button on the installation row. The handyman assignment modal opens.

Choose how to assign

The modal gives you two options:

Assign to myself — assigns the job directly to your own account. Use this when you are acting as the field technician for this job.
Assign to a handyman — opens a dropdown to select from your team.

Select the option that applies.

Select a handyman (if assigning to your team)

If you chose Assign to a handyman, a dropdown lists the verified handymen registered under your partner account. Select the handyman you want to assign. Only verified handymen appear in this list.

Confirm the assignment

Click Confirm (for self-assignment) or Assign (for handyman assignment). The modal closes and the installation record updates to show the assigned handyman. The installation status advances to INSTALLER_ASSIGNED.

Reassign a handyman

You can reassign a job as long as the installation status is Installer Assigned or En Route. Once the installation moves further along the workflow, the reassign option is no longer available.

Find the installation

Locate the installation in the list. Rows where reassignment is available show a Reassign button alongside the currently assigned handyman's name.

Click Reassign

Click Reassign. The same handyman assignment modal opens with the same two options — assign to yourself or select a different handyman from the list.

Select the new assignee and confirm

Choose the replacement handyman and click Confirm or Assign. The installation record updates immediately to show the new handyman.

Warning

Reassigning a handyman does not automatically notify either the previous or new handyman. Contact both people directly to communicate the change.

What happens after assignment

When a handyman is successfully assigned, the installation status changes to Installer Assigned. This moves the installation into the Scheduled status group on the overview cards and in the status filter.

From that point, the handyman drives further status updates as they travel to the site and carry out the work:

The status moves to En Route when the handyman is traveling to the customer's address.
Once on site, the status advances through the In Progress group as work progresses and contract steps are completed.
After the customer signs off, the installation reaches Customer Approved status.

See the installation statuses reference for the full list of statuses and their meanings.

The assignment modal has two screens depending on your selection.