Making Changes to Jobs

In this article, we will guide you through the process of removing a job from a group without deleting it. This can be useful when you need to make adjustments to a job without affecting the entire group.

Removing a Job from the Group

If you would like to remove a job from the group without deleting it at any stage, this is easily achievable:

Editing the Job Site and Adding Stops

Sometimes, you may need to change the job site for a specific job or add stops along the way, such as picking up parts. Here’s how to do it:

• Select the Job and select View: Start by selecting the job you want to edit and click on 'View'.
• Access the Job Site Menu: Select the three-line (burger) menu to the right of the Job Site field.
• Change Stop Duration and Address: You can change the stop duration and/or the address. The address can be changed manually by selecting 'Address' or by changing the 'Contact' if the new job site is already in your CRM.
• Save Changes: Select to save your changes.
• Alter Waypoint Order: The order of waypoints (stops) can be altered by clicking on the three-line (burger) menu and selecting 'Move up'.

Duplicate a Cancelled Job

If you need to recreate a job that was previously cancelled, you can easily duplicate it from the job list. Follow these steps:

Steps to Duplicate a Cancelled Job

• Job List: Navigate to Schedule → Display → List.
• Filter by Job Status: Use the filter to select 'Job Status' and choose 'Cancelled'.
• Select and Duplicate the Job: Select the cancelled job you want to duplicate and click 'Duplicate'.

Conclusion

Removing a job from a group without deleting it is straightforward with BigChange. You can also edit job sites, add stops, and duplicate cancelled jobs with ease.