Overview


We understand you may need to reschedule your services from time to time. We have simplified this process in Spraye so that you and your technicians have the capability to reschedule services at any time with just a few clicks. We've improved our customer notifications for the rescheduling feature so your customers are always in the know. Check out the tutorial above and details below! 

 

3 Ways to Reschedule a Service


    Admin > Scheduled Services > Calendar View 

  • From the admin dashboard, click on the Scheduling tab in the main navigation panel on the left
  • Click Scheduled Services
  • Switch to Calendar View 
  • Click to "drag & drop" any single service
  • Once you drop the service on the desired date, you'll be able to specify rescheduling details
  • Don't forget to check the Send Rescheduled Email box if you want to notify your customer. 
    • This notification is not automated. You need to check the box to send the email. 
    • Remember The reason you choose here will show up on the "Service Rescheduled" email that goes out to your customers




    Admin > Scheduled Services > Table View

  • From the admin dashboard, click on the Scheduling tab in the main navigation panel on the left
  • Click Scheduled Services
  • Switch to Table View
  • Check the box next to single, multiple, or all services 
  • Click the Edit button at the top of the table 
  • In the next box, be sure to fill out all of your rescheduling details 
  • Don't forget to check the Send Rescheduled Email box if you want to notify your customer. 
    • This notification is not automated. You need to check the box to send the email.
    • Remember The reason you choose here will show up on the "Service Rescheduled" email that goes out to your customers




    Technician View

  • From the technician view, click on a customer's name/property to get started 
  • Scroll to the bottom of the screen and click the Rescheduled button
  • Now, choose a reason for rescheduling this service from the dropdown menu
  • Remember The reason you choose here will show up on the "Service Rescheduled" email that goes out to your customers
    • The "Hold Until" feature allows you to reschedule the service and choose to hold it until a specific date. This means you won't be able to schedule that service again until the date that was chosen. If you do not choose a date here, users can rescheduled the service at any time. For more information about the "Hold Until" feature, click here. 
  • Click Reschedule 
  • Now, that service will appear on the "Unassigned Services" screen with the reason for rescheduling and the name of the user that rescheduled the service.  
  • An email will be sent out automatically to your customer with the reason for rescheduling included. 
    • Note Automated emails only go out if the setting is turned ON in your global settings. See example below: 






How to Remove a Service from a Route


    Admin > Scheduled Services > Table or Calendar View 


  • From the admin dashboard, click on the Scheduling tab in the main navigation panel on the left
  • Click Scheduled Services
  • You have the ability to remove a service from a route on the Calendar or Table View
  • Once removed, it will reappear on the Unassigned Services screen