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Assignment Rules
In this chapter
Assignment Rules are the last setup step in Scheduling & Dispatch. Once you have decided what customers can book, when, and where, Assignment Rules decide who on your team receives each pickup or delivery job. Each rule looks at the booking's business unit, weekday, time, and area, and routes it to one person. Set up a few rules and your team stops handing out jobs by hand.
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Introduction to Assignment Rules
Stop handing every new pickup or delivery to a driver by hand, and let EasyBiz route it to the right team member the moment it comes in.
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Setting Up Assignment Rules
Create a rule that routes each new pickup or delivery to the right team member, with no manual handover.
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