Move a visit

Drag it

Drag the visit to another time, day or engineer. You can change the day or the engineer in one move, not both at once.

Or use the menu

Open the visit’s menu and choose:

• Reschedule to change the date or time.
• Change engineer to give it to someone else.
• Cancel visit if it isn’t happening. The job goes back to Unassigned.

You’ll be asked for a reason, which shows on the job’s timeline.

What the engineer sees

If the visit had already been sent to them, it goes back to waiting for them to accept. It shows on their My Day as new or changed, and they tap to accept it again. In the planner you’ll see New since accepted next to their name until they do.

If you cancel a visit that had been sent, the engineer is told.