Edit a recurring job or its recurrence

Has your schedule changed and you need to edit a recurring job? In AntsRoute, you can update all upcoming occurrences of a recurring job or edit a single occurrence without affecting the rest of the series.

In this article, you'll learn how to choose the right method for your needs.
 

Edit all upcoming occurrences of a recurring job

This method allows you to edit the recurring job as a whole. For example, you can update its duration or time slot.

To edit all upcoming occurrences:

1. Go to the “Customers” module from the main menu.
2. In the search bar, enter the first three letters of the customer's name.
3. Find the relevant customer, then click “…” > “Customer sheet”.
4. Click the “Recurring deliveries” tab.
5. Find the recurring job you want to edit, then click “…” > “More details”.
6. From the “Information” tab, update the required information, such as the duration or time slot.
7. Click “Save”.
8. Click “Confirm” to apply the changes to all upcoming occurrences.

💡 Good to know: The recurrence period of an existing recurring job cannot be changed.
 

Edit a single occurrence of a recurring job

You can also make a one-off change to a job without applying it to the other occurrences in the series. This option is useful, for example, if you only need to change the duration or address of a job on a specific date.

To edit a single occurrence:

1. Go to the “Customers” module from the main menu.
2. In the search bar, enter the first three letters of the customer's name.
3. Find the relevant customer, then click “…” > “Customer sheet”.
4. Click the “Forthcoming deliveries” tab.
5. Find the job you want to edit, then click “…” > “More details”.
6. From the “Information” tab, update the required information, such as the duration or address.
7. Click “Save”.
8. Select “Update this delivery only”.
9. Click “Confirm”.

The changes are applied only to this occurrence. The other jobs in the series remain unchanged.

💡 Good to know: To cancel a single occurrence of a recurring job, you can also use the “Forthcoming deliveries” tab in the customer details.
 

Key takeaways

To edit all upcoming occurrences, go to the “Recurring deliveries” tab in the customer details.

To make a one-off change to a single occurrence, use the “Forthcoming deliveries” tab and select “Update this delivery only” when saving your changes.