So you want to edit a job in the portal?
There are two ways you can edit a job, you can either edit the individual job or edit all jobs in a recurrence.
Edit the individual job
To start, in the blue icon bar on the left side of the page, click on the 'Jobs' icon.
Technician: Use this drop down menu to reassign the job.
Tasks: Click on the text to edit the task, you can also add new tasks or delete them.
Notes: Edit the notes for this job here. To edit the pool notes, go to the pool page. To edit the contact notes, go to the contact page.
Pool info: Go to the pool page to edit this.
Water and Observation tests: You can add additional tests here, otherwise the tech can add the onsite.
Invoice: You can add additional invoice items to this job only here. Or the technician can add them on site.
Edit all jobs in a recurrence
To start, in the blue icon bar on the left side of the page, click on the 'Jobs' icon.
Open a recurring job and click the 'Edit recurrence' button. From here you can edit the template for all jobs in the series.
Recurrence pattern: Here you can see all upcoming jobs and edit the recurrence pattern.
IMPORTANT: Changing the pattern will update all active jobs , before and after this one.