Scheduling & Routes
Reassign a stop to another tech or move it to another day
When a tech calls out or a customer asks for a different day, you can move a single stop without touching the rest of the route. Reassigning changes who does it; rescheduling changes when.
Where: Route Manager -> click a stop's Reassign or Move to another day button
- Open the Route Manager and find the stop's card.
- To change the technician, click Reassign on the card, pick the new tech (or Unassigned) from the list, and click Reassign.
- To change the day, click Move to another day, pick the new date, and click Move stop.
- To make the change stick every week, check 'Move every week from now on' before saving - this shifts the pool's recurring service day.
- Leave that box unchecked to move only this one visit.
Good to know
- You can also drag a card from one tech's column to another to reassign it - same result as the Reassign button.
- 'Move every week from now on' is the right choice when a customer permanently switches service days; leaving it off is for one-time changes like a vacation skip.