In this article you'll find answers to some Frequently Asked Questions we receive about jobs.
Frequently Asked Questions about Jobs
Is there a way that we can reset a job if it was started accidentally?
Right now, no, there is no way to reset a job if it was started accidentally. The reason is that this prevents technicians from restarting jobs which could allow manipulation (or faking) a shorter job completion time.
In order to recover from a job that was started accidentally, please do one of the following:
Complete the Job and Create a New Job
- Navigate to the job that was started accidentally
- Click on Actions
- Click on Complete job from the list of options that appear
- Choose the Status that you want to use for this job, such as Complete, Partial Service or Unable to Service
- Fill out the rest of the form if you prefer
- Click Mark as Done
If this is a rental...
If this is a job that is part of rental, follow these steps:
- On the job details page, click on Actions
- Click on View
- Then click on View Rental
- Back on the rental details page, follow these steps: Add Jobs to a Rental
If this is not a rental job, follow these steps:
- On the job details page, scroll down and click on the customer number
- Click on the Jobs tab
- Click Create New Job
- Create a new job that is the same as the job that was started accidentally
- Once you're done filling out the Create new job form
- Click Save
Cancel the Job and Create a New Job
- Navigate to the job that was started accidentally
- Click on Actions
- Click on Scheduling from the list of options that appear
- Then click on Cancel job
- Fill our the Reason canceled if you prefer
- Once you're finished, click Cancel Job
If this is a rental...
If this is a job that is part of rental, follow these steps:
- On the job details page, click on Actions
- Click on View
- Then click on View Rental
- Back on the rental details page, follow these steps: Add Jobs to a Rental
If this is not a rental job, follow these steps:
- On the job details page, scroll down and click on the customer number
- Click on the Jobs tab
- Click Create New Job
- Create a new job that is the same as the job that was started accidentally
- Once you're done filling out the Create new job form
- Click Save
Delete the Job and Create a New Job
Before you delete a job, please read this article: Delete a Job
- Navigate to the job that was started accidentally
- Click on Actions
- Click on Edit from the list of options that appear
- Then click on Delete
- Click Confirm Delete
If this is a rental...
If this is a job that is part of rental, follow these steps:
- On the job details page, click on Actions
- Click on View
- Then click on View Rental
- Back on the rental details page, follow these steps: Add Jobs to a Rental
If this is not a rental job, follow these steps:
- After you delete the job
- Create a new job that is the same as the job that was started accidentally by following these steps: Create a Job
Is there a way that we can reset a job if we need to reroute a driver off a of a job they were already dispatched on?
If you need to reroute a job to another driver or technician, you can reschedule a job by following these steps:
From the Schedule
- Navigate to the Schedule
- Locate the job you need to reroute to a different driver
- Hover over the job you want to reroute
- Click on the Calendar icon that appears
- Change the Day of or Technician as needed
- Click Reschedule
From a Job Details Page
- Click on Actions
- Click on Scheduling from the list of options that appear
- Then click on Reschedule
- Change the Day of or Technician as needed
- Click Reschedule
If the job being rerouted has already been started, you will need to follow the steps above for resetting a job that has already started.
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