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How do I change the date for just one single visit/workday?

There are a few places from which you can change a visit's scheduled date.

FROM THE DAILY WHITEBOARD...

  1. Click the Edit Visit button for the job you wish to change
  2. Click the Edit Today tab on the left side
  3. Choose the dropdown option to Move Today's Visit to A New Date (recurring jobs) or Move Today's Work Day to A New Date (non-recurring jobs)
  4. Change the existing date to the new date
  5. Click Apply Changes

 

FROM THE CALENDAR VIEW (MONTH OR WEEK)

  1. Simply drag and drop the job's visit from the existing date to the new date

 

FROM THE JOB SCREEN

  1. Open the job you wish to move
  2. Click the Schedule tab on the left side of the job screen
  3. Click the Details tab to see each specific scheduled date for this job
  4. Click the Edit button beside the date you wish to change
  5. Click the Edit Today tab on the left side
  6. Choose the dropdown option to Move Today's Visit to A New Date (recurring jobs) or Move Today's Work Day to A New Date (non-recurring jobs)
  7. Change the existing date to the new date
  8. Click Apply Changes

 

FROM THE SCHEDULE REVIEW SCREEN

  1. Find the visit you wish to change on one of the Schedule Review screen's views (Overdue, Scheduled, Completed, etc.)
  2. Click the Edit button beside the date you wish to change
  3. Click the Edit Today tab on the left side
  4. Choose the dropdown option to Move Today's Visit to A New Date (recurring jobs) or Move Today's Work Day to A New Date (non-recurring jobs)
  5. Change the existing date to the new date
  6. Click Apply Changes

 

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