Bulk actions let you apply the same change to multiple orders or jobs at once, saving you from updating them one at a time. This is especially useful when combined with search and filters to narrow down a specific list first.
Selecting Orders or Jobs
To select multiple orders or jobs:
Check the checkbox at the top-left of the list to select everything currently in view, or
Hover over an individual order or job and click its checkbox to select it on its own
Once you have a selection, the bulk action menu becomes available.
Tip: Combine with Search and Filters!
Bulk actions are most powerful when paired with search and filters to build a specific list first, whether that's all outstanding invoices from a given month or all jobs assigned to a particular technician. Narrow your list down, then apply the bulk action to everything in view at once.
Bulk Actions on Orders
Available bulk actions for orders are:
Send Estimates: sends an estimate to every selected order
Send Invoices: sends an invoice to every selected order
Resend Forms: resends any outstanding digital service forms, such as a winterization or recommissioning form the customer has not yet completed
Mark as Complete: marks all selected orders as complete
Delete: deletes all selected orders
Example: Re-invoice overdue orders
Filter your order list by status (for example, Invoiced) and by date range (for example, the month of June)
Select all the orders in the filtered list
Open the bulk action menu and choose Send Invoices
Confirm the list of orders you are about to invoice
The bulk action may take a moment to complete. If any orders have an issue during the bulk action, you will receive an error identifying which orders were affected. The action will still be applied successfully to the rest of the selected orders.
Bulk Actions on Jobs
Available bulk actions for jobs are:
Update Status: changes the status of all selected jobs
Assign: assigns all selected jobs to one or more technicians
Schedule: schedules all selected jobs
Delete: deletes all selected jobs