Skip to main content

​
Overview

When you need to change when work is scheduled, you can reschedule an appointment. This creates a new appointment with the new date and marks the original as “Rescheduled.” For recurring services, you can also skip an appointment — marking it as skipped while automatically scheduling the next occurrence.

​
Reschedule an appointment

1

Open the appointment

Click on the appointment from the calendar or from the service details page to open the dedicated appointment detail page.Appointment detail page
2

Open the Manage Job menu

On the appointment detail page, click the Manage Job button to open the dropdown menu. For appointments due today, tap the … button instead.Manage Job menu with Reschedule option
3

Select Reschedule

From the dropdown, click Reschedule. A reschedule modal opens.Reschedule modal open
4

Choose new date and time

In the reschedule form:
  • Select the new Date
  • Set the new Start time and End time (times default to the same as the original appointment)
  • Enter a Reason for rescheduling (required)
The crew assignment is automatically preserved when rescheduling.Reschedule form filled in
5

Save

Click Reschedule Appointment to create the new appointment. The original appointment is marked as “Rescheduled” with your reason, and a new “Scheduled” appointment appears with the new date and time.After reschedule

​
What happens when you reschedule

When you reschedule an appointment:
  1. The original appointment status changes to Rescheduled
  2. The reason you entered is saved on the original appointment
  3. A new Scheduled appointment is created for the new date and time
  4. Both appointments remain in the history on the service details page
Original now rescheduled This creates a complete audit trail of all scheduling changes.

​
Viewing rescheduled appointments

Rescheduled appointments appear with a “Rescheduled” status badge (orange) in the calendar and on the service details page. Click on them to see the reason for rescheduling and when it was changed. Rescheduled appointment detail

​
Skipping appointments

For recurring services (weekly, bi-weekly, or monthly), you can skip an appointment instead of rescheduling it. Skipping marks the current appointment as skipped and — for active services — automatically schedules the next occurrence on its normal interval date. Use skip when:
  • A customer is on vacation or not home
  • Bad weather prevents the visit
  • A holiday falls on the service day
Skip is only available for recurring services. One-time services do not have a Skip option.
1

Open the appointment

Click on the appointment from the calendar or service details page.
2

Open the Manage Job menu

Click Manage Job (or … for due appointments) to open the dropdown.Manage Job menu with Skip option
3

Select Skip

Click Skip from the dropdown. A skip modal opens.Skip modal with next appointment date
4

Add optional notes and confirm the next date

  • Add an optional note explaining why you’re skipping (e.g., “Customer not home”, “Bad weather”)
  • For active recurring services, a Next Appointment Date is pre-filled based on the service interval. Confirm or adjust this date.
5

Save

Click Skip Appointment. The current appointment is marked as Skipped, and (for active recurring services) the next appointment is created automatically.After skipping - service page with next appointment

​
What happens when you skip

  • The appointment status changes to Skipped
  • Your optional notes are saved on the skipped appointment
  • For active recurring services: a new Scheduled appointment is created for the next interval date
  • For cancelled services: no next appointment is created
Skipped appointment view