Why Does the Assigned Job Default to A Different Person in the Estimator?

Article Introduction

If your organization uses a CRM integration via direct Integration or via Webhooks, certain job fields in One Click Contractor may be controlled externally. This can affect how job assignment behaves, especially when changes are made directly in OCC.

How Integrations Work

OCC supports integrations in two ways:

• Direct integrations
• Webhook integrations

These integrations send data into OCC, including job details such as assignment.

How This Affects Job Assignment

When a CRM is connected:

• The assigned user may be set by the CRM
• OCC will reflect the data received
• Changes made in OCC may not be going back to your CRM. 

This means that if the CRM sends updated information, it can override the assigned user in OCC.

Common Scenario

You may experience the following:

• You change the assigned user in OCC
• You click Save
• The assignment later changes back

This happens because the CRM is sending a different assigned user value back into OCC.

What to Do

To make assignment changes stick:

• Update the assigned user in the CRM

Once updated there, the correct assignment will flow into OCC.

What to Expect

When a CRM integration is active:

• OCC reflects the data coming from the CRM
• Assignment will follow the CRM’s latest update