Scheduling in the lawn and garden maintenance business is very weather dependent. SortScape allows you to reschedule visits quickly and easily to get around changes in weather.
Moving individual visits
Drag and drop
Probably the simplest way to move a visit to another jobrun is by drag and drop. You can drag a visit to a jobrun on the same day or a different day.
When you move a repeating visit by drag and drop, it does not automatically update the due date of all future visits. For example, say you have a visit that repeats every 2 weeks on a Monday. If you drag that visit from Monday to Tuesday, by default it will keep all future visits scheduled for Monday.
If you drag and drop a repeating visit to a different day, you will see a button called "Apply to future jobs in this series" appear at the bottom of the screen.
Click this button if you do want to update the due date for all future visits in that series. In the example above where you move a repeating visit from Monday to Tuesday, all future visits will then get moved from Monday to Tuesday after you click this button.
Editing a visit
You can also change the scheduled date for a visit by editing the visit and updating the "starting" date. When you save the visit it will automatically update the date of that visit and update the due date on all future visits in the repeating series to match the new "starting" date.
For example, if you edit a visit that repeats every week on a Monday by changing the "start" date to a Tuesday, all future visits in the series will automatically get moved to Tuesday.
Skipping visits
If you have a repeating visit and want to skip just one instance of that visit, you can "skip" that visit and it will retain all future visits. To skip a visit, click to open the visit and then click on the dropdown to the right of the "start timer" button. You will see a "skip" option in the dropdown.
Moving entire job runs
Sometimes when it rains you need to bulk move all visits in a jobrun to a different day. In this case you can move an entire job run. To move an entire job run, click on the "..." button at the top of the job run. Then click the "move job run" link in the dropdown.
You will be prompted to select a new date for the jobrun.
If any visits in the job run are repeating visits, future visits will not be moved to a different day unless you click the "apply change to future jobs" box. Checking this box is the same as clicking the "Apply to all future visits in this series" button described in the "drag and drop" section above.
Shifting out the schedule
If you want to create a gap in your schedule where you shift the due date for ALL visits for a couple days or weeks, you can shift out your entire schedule. To learn more about shifting your schedule visit this article.