Jobs
Managers onlyEdit a job
You can change anything on a job after it's booked: the vehicle, the date and time, the customer, the services, the bay and the team member.
On the job page
- Open the job.
- On the Details tab, change what you need.
- To change the customer, use the Customer card in the side panel.
- Choose Save job in the bar at the bottom.
A quick edit
- In the Jobs list, choose the three dots on the job's row, then Edit. In the schedule's day view, double-click the job.
- Make your change in the Edit Job box.
- Choose Save job.
Good to know
- Unlike a new job, an existing job can be moved to a date in the past. Use this when a job was recorded on the wrong day.
- Date changes are recorded in the job's Activity tab.
- Changing a job doesn't email the customer. Only a new booking does.
- Opening the Services list puts the estimated duration and price back to the services' totals, even if you don't change anything. Check them before you save.
- On the schedule you can drag a job to change its time, bay or team member without opening it.
