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Day-of changes: reassign stops or move jobs to another day

Reassign a day's work in minutes by dragging stops from one tech to another.


▶ Watch: Day-of changes (47 s)

Steps

  1. Open Schedule in Day view.
  2. A tech is out: drag each of their appointments onto another tech’s row.
  3. One job needs to move a day: click the job once, then use the arrows on its card to move it to the previous or next day. It keeps its time and its tech.
  4. The whole day needs to move: open Appointment, select the jobs, choose Bulk actions → Edit appointments, and set the new date.
  5. The new stops show up in the tech app.

Questions? Email help@poolofficemanager.com or call 614-710-0074.