Move Visits


Moving visits allows you to shift visits that you can't complete on a given day to another one.

You can move visits by going into any of the calendar views (month, week, grid, map, list) and up in the top right corner click More Actions > Move Visits:



Clicking Move Visits will bring up a popup that allows you to select what dates you're moving visits from and to:


Clicking Advanced Options in the popup box will allow you to filter the visits you would like to move by user, and choose to move unassigned visits as well:

When you've finished inputting your information, click Move Visits to shift your visits over.



Visits will not move if there is a duplicate of another visit on the day that you're shifting to.

For example, if you're moving incomplete visits from this Friday to next Monday, but have a job that has a scheduled visits on both Friday and Monday already, you won't be able to move visits from Friday to Monday.


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