Routing jobs to the right mechanic

Not every job suits every mechanic, and nobody should get buried while someone else has a light day. Velobook uses what you tell it about your team to route each booking to a good mechanic, and it warns you before you overload someone. It assists the assignment; it never builds your roster for you.

Tell Velobook who does what

Open a staff member under the Team tab. For each service, set a Can do / Prefers level: leave it off for work they do not take, mark Can do for work they are happy to pick up, and mark Prefers for the work you would rather send their way. A service can also carry required skills, so only mechanics with the right skill are treated as qualified for it.

How auto-assignment chooses

When Velobook auto-assigns a booking, it looks for the best fit for that service:

• A mechanic who prefers the service comes first, then one who can do it.
• It respects each mechanic's working days, so a job does not land on someone who is not in.
• It respects each mechanic's maximum bookings per day, so it will not auto-assign someone who is already at their daily cap.

The result is jobs spread across the bench by fit and by capacity, rather than everything piling onto whoever is quickest to grab it.

Assigning by hand stays in your control

You can always assign a job yourself, by dragging it on the calendar or using the staff picker on the booking. When you do, Velobook shows a non-blocking warning if the mechanic you picked is over their daily limit or lacks a skill the service needs. It flags the concern and then does exactly what you told it: the warning never stops you. Sometimes the right call is to load a job onto the person who knows that customer's bike, and you stay the one who decides.