Navigate to the dashboard: <https://app.servusconnect.com/app>

One of the ways to assign a service request is when you create it in the system. On the dashboard, click the "green plus" symbol. 

Then click on the "service professional" drop down menu. 

And select one of your service professionals. 

Alternatively, you can click on "more options"

And select a service professional here...

Another way to do this is when you see a number in the needs assignment section. First click on the "needs assignment" link. 

Then click on the action button to the right of a given service request.

Here you can choose a service professional from the list.

Or you can go into the service request itself by clicking on the title of one. 

Click "SELECT A USER" to choose a service professional.

Chose a service professional from the list.

Finally, click "OK" to reroute the request.

Another way to make assignments automatically is to see if you have a default service professional selected. Click on the manage tab to see if you have a default service professional. 

You can view the status here. If one is not assigned, then everything that comes in from your PMS system will be put into the not assigned bucket.

To assign one, click on the pencil icon in the top right.

Scroll down to select a default service professional. It is recommended to set your maintenance supervisor as this. 

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How to Assign/Reroute a service request - Desktop