Reschedule or reassign a job

On the Dispatch Board#

1. Open Dispatch.
2. To change the time, drag the job along its lane: "rescheduled to ...".
3. To change the technician, drag it to another lane: "moved to ...". Drag it back to Unassigned to unassign it.
4. If the start time changed, choose Text, Email or Don't notify when Ormi asks Let the customer know?

From the job page#

1. Open the job and click Edit. Change Start and End, then save.
2. To change who is on it, use Assigned Technicians: Add technician, or remove someone with Remove.

Several jobs at once#

1. On Jobs, tick the jobs, then click Assign in the selection bar.
2. Choose Add (keep current technicians) or Replace (swap them out), pick the technician, and confirm.

There is no bulk date change, except Scheduling, Weather Delays, Apply Weather Delay for a day lost to weather.

Jobs that take more than one day#

1. Open the job and, in the Schedule card, click Add visit.
2. Set the Day, Starts, Ends and Technician, then click Book visit.
3. Each visit can be moved on its own and marked Mark done.

What if this fails?

I can't move an En Route job back to Dispatched.

The customer already got the On My Way text, so Ormi keeps the record. Reassign or reschedule it instead and let the customer know.

The new technician doesn't see the job.

Ask them to pull down to refresh on Jobs in the app. See A technician can't see a job.

Related tasks

• Dispatch a job to a technicianJobs and scheduling
• Texts and emails customers get about their jobJobs and scheduling
• Which technicians count on my bill?Billing and plans