Overview

The "To Be Rescheduled" metric on your dashboard is a specific category of services that were previously scheduled but weren't completed. 


Here is how you can locate and manage these specific services.


Click Directly from the Dashboard

The fastest way to view these services is to use the dashboard as a shortcut:

  • Locate the "To Be Rescheduled" tile or stat on your main dashboard.

  • Click the number displayed on that tile.

  • The system will automatically redirect you to the Unscheduled Services page where you can search for these services. 


Manual Search via the Scheduling Page

If you are already in the routing module and want to find them manually navigate to Scheduling > Unscheduled Services page. 



Filter for Reschedules

  • You can enter "Unassigned by System" in the Search box at the top of the table. 

  • This will show all of the services "Unassigned by System" that need to be rescheduled.

  • Any service that has been rescheduled will appear highlighted in blue.  You can also sort by the "reschedule reason" column to group all of these services together.  You'll need click the header twice to sort and pull them to the top of the page.



How Services End Up in This List

A service is categorized as "To Be Rescheduled" rather than just "Unscheduled" in three primary scenarios:

  • Technician Action: A technician clicks the "Reschedule" button in the field and selects the option to "Remove from schedule" (sending it back to the office for re-routing).

  • Admin Action: An admin user removes a stop from an existing route but chooses the "Reschedule" status instead of completely canceling the service or rescheduling it immediately.

  • System Action: When a service is scheduled for a specific date but isn't marked as Completed by the technician, the service is automatically removed from the technician's route and moved back to the Unscheduled Services pool. This ensures the dashboard reflects an accurate "To-Do" list for the following morning.


Managing the List

Once you have found these services, you can take one of the following actions to clear them from your dashboard:


  • Assign to Route: Moves the service to a technician's day and removes it from the "To Be Rescheduled" count.
  • Bulk Move to Date: Assigns a new target date for the service, moving it into the standard "Pending" or "Scheduled" queue.
  • Cancel Service: If the customer no longer wants the service, canceling it will remove it from the dashboard entirely.