Reschedule Jobs from the Dispatch Board

Rescheduling Jobs because of weather or other reasons can be stressful and time-consuming. Fortunately, there are a few simple ways to reschedule Jobs in Service Autopilot. You can also easily reassign Jobs to different Resources at the same time. 

Remember that recurring schedules (such as Weekly - Monday) will auto-adjust whenever a Job instance is skipped or rescheduled. That means that even if one Visit is rescheduled, the others will remain on the selected schedule. If you need to update all future Visits, you will need to update the Master Schedule on the Master Job record. 

Reschedule and Edit Assignments in Bulk

1. Go to Scheduling > Dispatch Jobs.
2. Select the Jobs you want to reschedule.
3. Click Edit Jobs. 
   
   
   
   
4. Type a date in the "Move To" field or click the Calendar icon to choose a date. 
   
   
   
   
5. Update the Assignment. This is optional and will affect all selected Jobs. The Permanent option only refers to the Assignment and is effective for all dates moving forward. Checking this box will update the assignment on the Master Job. 
6. Click Apply. 

Reschedule and Edit Assignment for One Job 

Option 1

1. Go to Scheduling > Dispatch Jobs. 
2. In the Service column, click the Service on the Job that you need to move. 
   
   
   
   
3. In the Job Edit overlay, find the Schedule Date and change the date manually or click the Calendar to select a new date. 
   
   
   
   
4. Change the job assignment in the "Assigned To" field by selecting a different Resource.
5. Click Save.

Option 2

1. Go to Scheduling > Dispatch Jobs.
2. Click on the Job Status icon for a Job.
   
   
   
   
3. Use the overlay to change the Status, Date, Appointment Time, or Assignment. 
4. Click Save.