Cancellations after Dispatching

[bhubbard]

Hello, I want to see if there is a resolution when my technicians dispatch themselves to a job and the system either auto arrives them, or they click arrive themselves, or sometimes don't "arrive" yet at all, and the customer cancels on the spot or doesn't answer the door, etc. Currently, it is very difficult to try and reschedule that booking without running into a very complicated situation where we have to duplicate the job and zero out invoices and such. I am wondering if there is a simple fix where we can just click re-schedule and move the booking to another day or another technician on the same day. This occurs often in my industry (residential cleaning) because we often have situations come up where a customer has an emergency come up and needs to reschedule after we have already dispatched or arrived, or we have customers that forget we are coming and are not ready for us. Any info helps! Thanks

[TNelson]

I think I have a fix for you. 

You will have to "arrive" the tech, even if they are not yet at the location. Then you will put the job on "Hold" , this puts them in a separate category that can be tracked in the dispatch board. It won't make the job dissapear from the board but instead keeps it active. 

You would then set another appointment for a later date once confirmed. Make sure to create the second booking before completing the first. This will make it so that you have to complete both of these job dates before the invoice is completed and sent. 

Hope this helps! 

[meganwatson]

It's not ideal, but if you drag the job box to the right, (while keeping it on the same technician, so it doesn't think you're trying to reschedule it for a different day or technician) it turns the job back to blue as if it hadn't been attempted yet.  

[makaylabacker]

I just switched companies so I'm still learning how things are done here, however at my last company we would have the tech place that job on hold by notifying the office they need another appointment. Then the office would call the customer and add another appointment on that same job for their availability.