Rescheduling is the process of moving a job from its originally scheduled date to a future one for any given reason. Rescheduling should be avoided as much as possible, but we understand that there are situations where it is unavoidable. In this article, we will be going over when it is appropriate to reschedule a job, optimal reschedule days, reschedule options and how to reschedule in the app. 

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Reasons To Reschedule 

Optimal Reschedule Days 

Reschedule Options

Rescheduling Jobs With The TaskEasy App

Reasons To Reschedule

You should avoid rescheduling jobs as much as possible to limit customers canceling, and jobs being removed from your schedule. However, if you have to reschedule, make sure it is for one of the reasons below and it is properly notated in the task.

  • The job is scheduled on a holiday
  • Weather is preventing service
  • Family emergency
  • Equipment malfunction
  • Customer request
  • Route optimization
  • Waiting on bid approval

Any other reason for a reschedule will be evaluated on a case by case basis and the job may be removed from your schedule if your reschedules become a pattern. 

Optimal Reschedule Days

While rescheduling should be the last option, we have created optimal reschedule days. Optimal reschedule days take the last time the job was completed (if ever) and gives you a new window that the job should be done within and will not let you schedule the job more than 4 days out.

This will limit the number of customer cancels and prevent unnecessary reschedules. The green check represents the days the job should be rescheduled for, the yellow caution means you should reconsider if possible, and the red mark means the job cannot be scheduled this far in advance.

Reschedule Options

Reschedule and move all - this option will reschedule the job to your newly selected date and move all future services. For example, if you move the job to Friday, all of your future services will be on Friday as well. This is best used if you are optimizing your route or if you want to continue service on a specific date going forward.

Confirm this reschedule date - this option simply moves the job to your newly scheduled date, but does not impact future services. For example, if you have a job that is normally scheduled for Tuesday, but due to the weather you have to move it to Wednesday, your next service will be done again on Tuesday and not Wednesday.  You should use this option if the reschedule is a one-time situation and you still plan on completing it on it's regularly scheduled date.

Rescheduling Jobs With The TaskEasy App

  1. Log into the TaskEasy for Contractors App

  2. Tap on the job that you’d like to reschedule

  3. Using your finger, scroll to the bottom of the task details and tap “reschedule”

  4. Look at the reschedule view for an optimal reschedule day

  5. Tap on the date you’d like to reschedule the job

  6. Choose your rescheduling option

  7. Tap the reschedule reason

  8. Write a quick comment as to why you’re rescheduling and tap “Next”

  9. Tap “Save” or “Cancel” to restart the process