How to: Carry Over an Unfinished Job to the Next Day

This guide explains how to automatically carry over jobs that are not completed by the end of the day, ensuring they appear on the next day's schedule for the assigned team member.

Step 1: Go to the Dispatch menu. Click All jobs, or choose a team member from the list whose Job you want to set for carry over.

Step 2: Select the Job you want to set for carry over.

Step 3: In the Job Info, scroll down to the Date and Time section. Check the box next to "Carry over next day if unfinished" to enable this.

  • Here, you can also adjust the "Time window" and the "On site" duration for the job as needed.

Step 4: Click Save once done.

Alternatively, you can also create a new job from Templates by clicking +Job and Create.

When you create a new job this way, ensure the Assigned date for this new job is set to today or a future date. If this new job is assigned to a past date, the carry-over will not be triggered automatically, unlike for your other jobs.

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