Reschedule a jobLast updated on 03/31/2022
If you need to reschedule a job or change the duration, you will edit that job’s appointment. When you reschedule rather than create a new job and cancel the old one, you retain all records and information associated with the original job and ensure more accurate reporting.
Things to know
You can’t reschedule a job once the invoice has been posted or exported.
To reschedule a canceled job, first remove the cancellation by using Job Actions > Remove Cancelation.
To reschedule an appointment that’s on hold, first remove the hold first using More on the appointment card. If the entire job is on hold, use Job Actions > Remove Hold.
Rescheduling an appointment will reset your technician's statuses to scheduled.
Changing the duration of an appointment from the dispatch board, will not reset the technician's status.
Reschedule a job
There are multiple ways to reschedule a job. You can perform a bulk edit or edit a single appointment on the job record or you can drag or right click the appointment on the dispatch board.
Scroll down to Scheduled Appointments.
Click Edit to perform a bulk edit or click the Pencil to edit a single appointment.
Click the Calendar to edit Start Date.
Click the Clock to edit Start Time.
If you want to edit the duration select Edit Appointment End Time and add an end time.
Click Save Changes.
Reschedule a job from the Dispatch Board
You can reschedule appointments from your dispatch board by dragging the appointment to it’s new time or by right clicking the appointment you want to reschedule. You can also change the duration of an appointment by clicking and dragging on an end of the appointment.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.