Skip to main content

Reschedule or cancel a visit

Move a visit with the availability calendar, or call it off — the job stays.

Plans change — a visit can be moved to any day and time, or called off entirely, in a few clicks.


Reschedule a visit

Open the visit and click its Schedule in the details panel. The Edit Visit Schedule dialog opens:

The Edit Visit Schedule dialog with an availability calendar, the day's visits, and start and end times
  1. Pick the new day — the dots show how busy each day already is (green lots of openings, amber partially booked, red very busy), and the panel beside the calendar lists that day's existing visits.

  2. Set the Start time and End time, or tick Any time if it just needs to happen that day.

  3. Click Update Schedule.

Tip: The availability dots do the dispatcher's math for you — aim for green days and the schedule balances itself.


Cancel a visit

Open the visit and click Cancel in the top bar. The visit comes off the calendar; the job itself stays, so you can rebook the work later if plans firm up again.

Did this answer your question?