Micro Learning: Creating Jobs from the Web

How to Create and Assign Jobs from the XOi Web Platform

Proper job preparation begins long before a technician arrives on site. Creating and assigning jobs with complete and accurate information helps ensure technicians have the context they need to work efficiently, communicate effectively, and deliver a better customer experience.

In this micro-learning video, you'll learn how to create and assign jobs from the XOi web platform, helping technicians arrive prepared with the information, documentation, and expectations needed for a successful service visit.

What You'll Learn

• Create New Jobs: Build job records with the information technicians need before arriving on site.
• Assign Technicians: Route work to the appropriate team members quickly and efficiently.
• Provide Critical Context: Include customer details, equipment information, and job-specific instructions.
• Improve Technician Readiness: Ensure field teams have the information needed to prepare before dispatch.
• Streamline Workflows: Create a more organized and efficient process for managing service requests.

Setting Technicians Up for Success

Well-prepared technicians are more likely to arrive with the right expectations, tools, and information needed to complete work efficiently. By creating detailed job assignments through the XOi web platform, office teams can improve communication, reduce delays, and help increase first-time fix rates.

Effective job assignment also creates greater visibility across the organization, ensuring everyone involved in the service process has access to the same information.

Watch this micro-learning video to learn how to create and assign jobs through the XOi web platform and help technicians arrive ready to succeed.