Edit, reschedule, archive or restore a job
Change anything on a job until it's done, move it in the Scheduler, and archive rather than delete; archived jobs can come back.
Last updated October 18, 2026
- Edit. Open the job and choose Edit Job; change the customer, address, time window, priority, required skills, pay or anything else, then Save and Close. Editing works after assignment too. If a technician is already working the job, moving it to someone else asks you first.
- Reschedule. Drag the job along its row in Operations → Scheduler, or edit the time. The customer gets an updated confirmation once the change sticks; see Plan the day in the Scheduler.
- Archive. Choose Archive on the job's row, or Delete Job inside the job form. Both move the job to the archive rather than erasing it ("It moves to the archive and can be restored later"). Let the customer know before you archive a booked job.
- Restore. Open the archive and choose Restore; the job comes back with its history.
Two things the dashboard doesn't do yet: duplicate a job, and import jobs from a spreadsheet (customers and technicians import; jobs don't). For work you book over and over, build it as a template under Catalog & Forms → Job Templates so a new job is two clicks, and give customers an intake form so they book it themselves.