How do I move a visit or change its length?
On the Schedule, drag the visit to a new time. Drag its bottom edge to make it longer or shorter. Undo is one click away.
Open Schedule and drag the visit to its new day and time. To change how long it lasts, drag its bottom edge up or down. It saves right away, and Undo shows in case you slip.
Also called: reschedule, move a job, drag and drop, change the time, resize, longer visit, déplacer une visite, changer l'heure, modifier la durée, reporter
Step 1: Find the visit
Open Schedule and go to the week of the visit with the arrows, Today, or the Day, Week and Month switch.
Click: Schedule › Week
Step 2: Drag it to the new time
Press the visit and drag it to the new day and hour. On a phone, press and hold it for a moment, then drag. When you let go, you see Moved: … with an Undo button.
In the Day view with more than one teammate, each person has a column. Drag the visit to another person's column to give it to them.
Step 3: Change its length
Drag the bottom edge of the visit down to make it longer, or up to make it shorter. You see Length: … with Undo.
Good to know
Click a visit to see it on the side. More details opens the full job.
A visit from an accepted quote that hasn't started can go back to the "To schedule" list: open it and click Take off the calendar.
If the teammate has Google Calendar connected with their jobs added to it, their Google event moves too.
If it doesn't work
"Moved: …. … already has a visit then." It moved, but that teammate now has two visits at once. Move one of them, or click Undo.
The visit won't move. Your role can't change every job. Ask the owner to change your role.
"Only an unstarted visit from an accepted quote, without photos, a checklist, guests or an invoice, can be taken off the calendar. Open the job to delete it." This visit has more on it. Open the job instead.