Reschedule Requests

Click the appropriate link to directly access the relevant topic within this article.

How does a technician submit a reschedule request?

Where can I find the reschedule requests in HQ, update the status and the assigned to?

How do I update the request statuses and/or the assigned to person to multiple reschedule requests?

Reschedule Work

When a technician is out in the field to complete a PM or a Service work order and upon arrival is told by the customer that they cannot work on the respective equipment, the technician can submit a Reschedule Request via the Service app.  While in the work order details, go into the side menu and select Reschedule. Click here to learn how to submit a reschedule within Service.

Reschedule Requests/Status in HQ

Reschedule Requests includes a Status field that indicates the current status of the request, specifying whether the request is Pending, In Process, Customer Approval Needed, Completed, Denied, or Canceled.

If you do not see the Status column, click the Manage Columns icon at the top, right corner and click the box next to Status. To reorder the columns, click and drag the Manage Column icon to the respective order.

To edit the status of a request, click the ID Number or click the three vertical dots and select Details.

Click the pencil icon next to Status, select the respective status and then click [Save].

Multiple Update Status and/or Assigned Users

To update the status and/or the assigned user on multiple requests at once, follow the steps below:

1. In HQ, within Service>Reschedule Requests, click the box icon in the top right corner

2. The Reschedule Requests displayed will then have a box to the left of each request. Simply select all the requests you'd like to update the status and/or assigned to by clicking on the corresponding box for each request and then select Update Status and/or Change Assigned To.

3. When selecting Update Status, choose from the list of options within the dropdown menu and click Save. When selecting Change Assigned To, you can either assign to yourself by selecting Assign to Me and clicking Save or select a User within the dropdown menu and click Save or Unassign.

TIP: If All status' are to be updated, click on the box at the very top of the request list. This will select ALL requests. Click and choose Update Status and/or Change Assigned To and repeat the above steps, click Save.

Once the reschedule has been submitted the back-office can find these in Service/Reschedule Requests.