Jobs - Rescheduling a Job or Changing the Recurrence Pattern

Modified on Wed, 3 Jul at 8:48 PM



Whether you need to adjust the timing, shift it to a different day, or edit the recurrence pattern, you can easily make these changes. You have the flexibility to reschedule an existing job in both the calendar and list views within the job section. You can modify the recurrence pattern in three areas: the calendar view, list view, and recurrence list. 



Rescheduling a Job in Calendar View



Here's how you can reschedule the job to a different time on the same day or assign it to a different technician.



  • Click, hold and drag the job to a different tech or time in day view.

 


If the job is part of a recurrence pattern:

  • Click, hold and drag the job to a different tech or time in day view.

  • Select whether you want to reschedule just this job (this will not change the recurring job series, only the job on that day).

        OR

  • This and the following jobs (this will change the recurring job series, including the job on that day).

  • Click confirm to update.






Reschedule option



  • In the calendar view, hover over the job and click Reschedule.

  • Click the calendar icon and select the day you wish to move the job to.

  • Click the time box and select a new time, then click ok.

  • Click the technician drop-down box to reassign to a different tech.

  • Click Reschedule to update.

  • Select whether you want to reschedule just this job (this will not change the recurring job series, only the job on that day).

        OR

  • This and the following jobs (this will change the recurring job series, including the job on that day).

  • Click confirm to update.


Reschedule a Job in Edit Job View




  • In the calendar view, click the job you want to reschedule.

  • Click the Actions tab.

  • Click reschedule.

  • Select the day or week view in the top left corner of the screen.

  • Click the calendar icon in the start date tab and select the day you wish to move the job to.

  • Click the start time tab and select a new time, then click ok.

  • Click the end time tab to change the duration of the job, then click ok.

  • Select a different technician to assign the job to a new tech.

  • Click schedule to update the changes.

  • Select whether you want to reschedule just this job (this will not change the recurring job series, only the job on that day).

        OR

  • This and the following jobs (this will change the recurring job series, including the job on that day).

  • Click confirm to update.


Reschedule a Job in List View


  • Click the Jobs icon on the left-hand dashboard, then click on the list view icon.

  • Search/find the job you wish to make changes to.

  • Click the job to open the edit job page.

  • In the upper right-hand corner of the page, click on the Actions button.

  • Select reschedule.

  • Select the day or week view in the top left corner of the screen.

  • Click the calendar icon in the start date tab and select the day you wish to move the job to.

  • Click the start time tab and select a new time, then click ok.

  • Click the end time tab to change the duration of the job, then click ok.

  • Select a different technician to assign the job to a new tech.

  • Click schedule to update the changes.

  • Select whether you want to reschedule just this job (this will not change the recurring job series, only the job on that day).

        OR

  • This and the following jobs (this will change the recurring job series, including the job on that day).

  • Click confirm to update.


Change the Recurrence Pattern in Calendar or List View




  • Click the job you want to change the recurrence pattern on.

  • Click the Actions tab at the top-right of the screen 

  • Select Edit recurrence. 



  • Click the pencil icon to the right of the current recurrence pattern.




  • Select whether you want to change the pattern for all open jobs in series or change the pattern from a future date
  • Click change recurrence pattern.
  • Select a new recurrence pattern: 

    - Weekly.

    - Fortnightly.

    - Every 4 weeks.

    - Every month.

    - Click Preview to see the new recurrence pattern in the series.

    - Click set recurrence pattern to update.


Custom recurrence patterns




  • Click Custom for a new recurrence pattern.

  • Select the frequency:

    Daily

    - Weekly

    - Monthly

  • Select a repeat period.

  • Select end time. 

  • Select an 'Apply from' period. 

  • Click Preview to see the new recurrence pattern in the series.

  • Click set recurrence pattern to update.


Change the Recurrence Pattern in the Recurrence List



  • Click the Jobs icon on the left-hand dashboard, then click on the Recurrence list icon.

  • Search for the recurring job you wish to change the pattern on.

  • Click the Pencil icon under Actions.

  • At the top-right corner of the page, click on the Action button.

  • Click change recurrence pattern.

OR

  • Click the pencil icon to the right of the current recurrence pattern.

  • Select whether you want to:

    • Change the pattern for all open jobs in series or Change pattern from a future date. 


  • Click change recurrence pattern.
  • Select a new recurrence pattern: 
  • Weekly
  • Fortnightly
  • Every 4 weeks
  • Every month


  • Click Preview to see the new recurrence pattern in the series.
  • Click set recurrence pattern to update.











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