Edit a Job
This article describes how to edit a job from the Scheduler tab in Reveal Field.
You can also:
To edit a job:
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Click the Scheduler tab.
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Click the job card for the job you want to edit. The Job panel opens.
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To edit Contact details, select the pencil icon
.
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To edit any other details, make changes in the relevant field, and then choose SAVE.
You can cancel a job by removing the assigned technician.
That technician will receive an app notification letting them know that the job has been removed from their schedule.
Note
If technicians have enabled app notifications, they will receive job updates from the Reveal Field mobile app.
To delete a single job from Scheduler, you need to undo the job's dispatch to the technician and then delete it. It is not currently possible to delete a dispatched job. Alternatively, you can change the existing job details so that they apply to a new job.
To edit the date and time of a job, change the details in the relevant fields in Scheduler, and then select SAVE.
Technicians will be sent an app notification to inform them about the changes.
If you change the technician on a job, the technician originally assigned will receive a job cancelled notification from the app (if they have the Reveal Field mobile app installed).
The job will be removed from their schedule on the app.
The newly assigned technician will see the job in the app and receive a new job notification.
Learn how to Create a new job.