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Once your service order is set up and you have scheduled jobs to it, there will be occasions when you need to make changes or edit the order, such as:
Whether the job is acknowledged or not
The date of a job
The type of service (ie change a Dog Walk to a Home Visit)
The time of a job
The timeframe or time block in which the job should be carried out
Choose whether to show the time in the diary by selecting "Yes" or "No" in the "Show Time" field
The staff member assigned to the job
The price (unit charge) you are charging your client
The compensation rate you will be paying your sitter
The diary ref override
The notes that the client will see (Invoice Notes)
The notes that you and your staff will see (Staff Notes)
You may also need to edit the order more fundamentaly, such as to cancel, void or delete a job(s) or to move jobs from one order to another, and include additional jobs that weren't on the original request.
Scheduling workflow can be greatly benefited by including repeat services in your order processing.
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How to make changes to a single job on a service order.
How to edit multiple jobs on a service order and which options are available using this function.
You will be able to cancel jobs that have been scheduled but have yet to take place.
Learn how the "Void" function is used on historic jobs.
An explanation of the processes used for deleting jobs that are either yet to take place, or are historic.
When the details of a job change – such as if the sitter previously scheduled is no longer available – you can convert the scheduled job back into a Job Request while you try to find an alternative available sitter.
You may wish to re-organize your client's jobs into separate orders, for example, to have one order for walking and another for home visits, or if you have jobs that go over several weeks and you wish to invoice bi-weekly. In this situation, you can move those jobs from one order into a new or an existing order.
How to add a new job into a new or existing service order.
Use this function when your client orders the same service on regular days of the week. For example, when a client orders a lunchtime dog walk on a Tuesday and Thursday on a perpetual ongoing basis.
If you want to retrospectively change the value of jobs scheduled on a service order as a result of changes to the list prices of your services, then you can use this function for that purpose.