Intro
If you are no longer able to service a customer, you may remove the property from your route. Some reasons you may remove a property are because of the distance, equipment issues, or your schedule is too full. This article will guide you through the steps to remove a property.
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Before You Begin
- Log in to the app.
- Take any photos you want to use beforehand.
Removing a Property from Your Schedule
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From the Tasks dashboard, select Today's Jobs.
- If the property is not on today's schedule go to the Calendar in your app and select the day the property is on your schedule and follow the next steps.
- Select the customer or property that you want to remove from your route.
- On the Job Details screen, select Other.
- Under the Service Scheduling Issue section, select Remove property from schedule.
- On the next screen, you will be asked a few questions including, Why are you dropping this property?
- Too Far Away
- Too Much Edging
- Too Large
- Customer Issue
- Schedule Full
- Crew Issue
- Other
- Anything else we should know?
- This is where you can type any note to help us understand why you are dropping the service.
- Once you have filled out the required fields you will be able to select Next.
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If you have Auto Placement a warning will appear.
- It looks like this job was auto-placed.
- If you drop more than 10% of auto-placed jobs before the service you will no longer be eligible to receive auto-place jobs. Do you still want to drop the property?
- Yes, or No, both will lead back to the Today's Jobs list.
- When trying to drop a property that has an incomplete manually priced service, reach out to Pro Support for assistance. Dropping the property will trigger an error on the app.
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