Note: This article covers the Dispatch Beta. If you’re using classic Dispatch, the steps here don’t apply.
When a customer needs a different day, you can move their visit right from Dispatch. This walkthrough covers moving one visit, moving several at once, and what happens to routes and special visit types along the way.
Before you start
Permissions: Rescheduling a single visit from its own menu requires Events & Calendar set to Complete, Invoice & Edit. Rescheduling selected visits from the footer requires Complete & Invoice or higher.
Assignments: A rescheduled visit keeps its crew and employee assignments. Only its day changes.
1. Reschedule one visit
Open the visit’s actions from any of these places:
The ⋮ menu on its row in the list
A right-click on its card in Board view
A right-click on its pin on the map
The ⋮ (Event actions) button in its Work View
Then:
Click Reschedule.
In the Reschedule 1 event dialog, pick a new day.
Click Reschedule.
You’ll see “Event rescheduled,” and the visit leaves the day you’re on.
2. Reschedule several visits at once
Select the visits using their checkboxes (or on the map).
Click Reschedule in the footer.
In the Reschedule X events dialog, pick one day for all of them and click Reschedule.
You’ll see “X events rescheduled.” Every selected visit moves to the same day.
If your selection includes a completed visit, Reschedule is greyed out. Completed visits can’t be rescheduled, so deselect them to continue.
3. What happens in special cases
Routed visits
When you reschedule a stop that’s on a route, it comes off that route. The stops left behind close up with no gap and renumber from 01. On its new day, the visit shows 00 (not on a route), so route it again if you need to.
Multi-day visits
A multi-day visit keeps its length when you reschedule it, so its end date moves with its start date. It only comes off a route on the days it no longer covers. If a route is left with no stops, it’s deleted.
Recurring visits
If a visit is part of a recurring series, Dispatch asks before moving it. The Move recurring event? dialog offers three choices:
Move just this event: moves only this visit and leaves the rest of the series alone.
Edit series: opens the series so you can change the following visits.
Cancel: changes nothing.
Skipped visits
A skipped visit is reopened and moved. The dialog tells you, for example, “1 skipped event will be re-opened.” After the move, its status reads Open.
4. Rescheduling while you build a route
You can reschedule a stop without leaving route ordering. Open the stop’s ⋮ menu, click Reschedule, and pick a day. The stop leaves your order list, the others renumber, and your unsaved order stays intact. Save the route as usual, and the moved visit appears unrouted on its new day.
If something goes wrong
“Failed to reschedule event.” Nothing moved, and the visit stays where it was. Try again.
“Event rescheduled, but it couldn’t be removed from its old route.” The visit did move, but it’s still listed as a stop on its old day’s route. Open that route and remove the stop, or use Unroute.
Good to know
To take a visit off the schedule without choosing a new day yet, move it to the waitlist instead.
Edits to a visit (like its details or customer) happen in its own page. From route ordering, Edit opens in a new tab so your unsaved order isn’t lost.