Calendar

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) > Actions > Move Visits:

Screen_Shot_2017-07-18_at_6.52.14_PM.png

 

Clicking Move Visits will bring up a popup that allows you to input where you're moving visits from and to:

Screen_Shot_2017-07-18_at_6.53.30_PM.png

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

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

 

Note: 

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. 

 

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy is your hub for everything small business. From residential cleaners to plumbers and contractors, if you work in the field, you’ll found the right resources.