Move a job to another day or driver
Drag a card to reschedule it or hand it to a different driver.
- On Operations, find the job card.
- Drag it to the new driver's row, the new day's column, or both. On a phone or tablet, press and hold the card for a moment before dragging.
- Let go. The board saves the move and refreshes.
You can also open the job, change Date or Driver on the Details tab, and press Publish.
The truck on the job follows the new driver's timeclock for that day.
Common questions
Why won't a job move?
Jobs that are ready for invoice or already invoiced can't be moved, and a job that hasn't run can't be moved to a past date. The card snaps back and tells you why.
Does the driver find out?
Yes. The drivers on both sides of the move get a notification, and the move is recorded on the job's History tab.
Should I book a new job when a customer reschedules?
No. Move the existing job, so its reference, history and invoice stay together.
Next: Cancel a job