💡 You have to be using the new jobs experience to use some of these features.
Reschedule a job
How to reschedule a job
1. Click the Jobs tab from the main navigation panel on the left.Use the checkboxes on the left to select the Job/Jobs you wish to reschedule.
Choose the Edit Job Date from this column or use the blue toolbar.
Choose a new date for the Job/Jobs using the Select Date column.
Click the Save Changes button.
💡 Only Awaiting Jobs can be rescheduled.
Reassign jobs
How to reassign jobs
Click the Jobs tab from the main navigation panel on the left.
To reassign a Job, click on the Job No. you wish to make edits to.
Click the Reassign Job button.
Choose a member to reassign this job to using the Select Member dropdown menu.
Click the Reassign button.
| Can Reassign | Can't Reassign |
Awaiting Jobs | ✅ |
|
In-Progress Jobs |
| ❌ |
Completed Jobs | ✅ |
|
Cancelled Jobs | ✅ |
|
Complete a Job
How to complete a job
Click the Jobs tab from the main navigation panel on the left.
Click on the Job No you want to complete the job for.
Click the Submit All button to submit all the Job Sheets.
Click the Submit 5 Job Sheets button to confirm the action.
Click the Complete button.
Click the Complete Job button to confirm the action.