How does Provisional and Auto-Assignment Work?

Understanding Auto-Assignment

The Auto-Assignment feature streamlines how projects are delegated to installers, offering two main approaches: Provisional Assignment and Auto Assignment.

Provisional Assignment

Provisional Assignment helps Pathway users by suggesting an installer directly within the Project Summary. This suggestion is based on a pre-configured mapping of postcodes to installers. It's like a helpful hint, showing you who's likely to be assigned.

Auto Assignment

Auto Assignment takes this a step further by automatically delegating a project to an installer. This happens at a specific, pre-defined stage in your project's workflow.

How Auto-Assignment Works

Here's a breakdown of the key aspects of Auto-Assignment:

• Postcode to Installer Mapping: We can assign multiple installers to a single postcode. Each installer gets a priority setting. If several installers have the same priority, our system will randomly pick one of them.
• Workflow Integration: Auto-Assignment kicks in and delegates the project when it reaches a specific, configured state within your project's lifecycle.
• Configuration Steps: To set up these mappings, our Support Team will ask you to provide a spreadsheet containing all the necessary postcode and installer information.
• Delegation Behavior: Sometimes, Auto-Assignment might not be configured for a particular scenario. In these cases, delegation occurs through the project's configuration when a status changes (for example, when a survey is sent). This typically means the project is delegated to a single, pre-determined partner.

This feature is designed to make installer assignment more efficient and accurate by using geographic data and integrating with your project workflows.

Need Help or Have Questions?

For any questions about auto-assignments, or if you want to request changes to how assignments are handled, please reach out to our Support Team.

You can contact them by emailing: support@jumptech.eco