Service Titan Knowledge Base

Reschedule multiple appointments at once with Mass RescheduleLast updated on 01/30/2023

Mass Reschedule lets you rapidly adjust to changing business circumstances by rescheduling or reassigning large numbers of appointments quickly. For example, if your business operates outdoors and can’t work in the rain, dispatchers can mass reschedule appointments to subsequent dates when technicians get rained out. You can use Mass Reschedule to reschedule appointments assigned to individual technicians or entire teams of technicians, or reschedule all appointments for a given day.

Things to know

  • Mass Reschedule doesn't change the start or end time of the appointment. You can change the scheduled time for the appointment by dragging it on the Dispatch Board.

  • When you use Mass Reschedule to move appointments to another day or time, Mass Reschedule doesn’t check for conflicts or technicians double-booked with two appointments at the same time. After you mass reschedule appointments, be sure to check the Dispatch Board to resolve any conflicts.

  • Manually rescheduled appointments take precedence over Mass Rescheduled appointments if both happen at once. For example, if a dispatcher is manually rescheduling an appointment that you’re rescheduling with Mass Reschedule, the date chosen by the other dispatcher is used for the appointment's new date.

Use Mass Reschedule

  1. From the Dispatch Board, go to the calendar day for which you want to reschedule multiple appointments and click Mass Reschedule.

  2. Use the filters to select appointments you want to reschedule. You can:

    • Click the Filter List to filter the appointments you see by Business Unit (BU), Zone, and Tag.

    • Select All Technicians & Unassigned Appointments to select appointments for the day.

    • Select a team to select appointments assigned to technicians in that team.

    • Select all appointments assigned to one technician by expanding the team and then clicking the technician.

    • Select an individual appointment to reassign by expanding the team, then expanding the technician and then selecting an appointment.

    • After you select each appointment you want to reschedule, click Edit Selected.

  3. Click the Date field and select a new day for each appointment you selected.

  4. If you want to reassign the selected appointments to a new technician, click the Choose Technician(s) dropdown. You can also select Unassign all technicians to unassign all technicians from the selected appointments.

  5. Click Apply Changes.

  6. Rescheduled appointments are highlighted purple. To complete rescheduling, click Reschedule Appointment. Note: No changes are made until you click Reschedule Appointment.

    A notification shows you how many appointments are being rescheduled. Rescheduling appointments typically takes a few seconds with small numbers of appointments, but if you’re rescheduling a large number of appointments it may take up to several minutes.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.