Edit periodic field service operation (with recurrence)

Edit all the occurrences of a recurring field service

It is possible to edit a recurring field service (and all the occurrences linked) by following these steps:

1. Go to the 'Customers' module.
2. Enter the first three letters of the customer's name in the search bar. 
3. Identify the customer and click on '...' > 'Customer sheet'.

   

4. Click on 'Recurring field services'.
5. Click on '...' and 'More details' for the required recurring field service.

   

6. Click on the tab 'Information'.
7. Make the required changes and click on the button 'Save'.

   

8. Click on the button 'Confirm'.

   

Edit one occurrence of a recurring field service

It is also possible to edit only one occurence by following these steps:

1. Go to the 'Customers' module.
2. Enter the first three letters of the customer's name in the search bar. 
3. Identify the customer and click on '...' > 'Customer sheet'.

   

4. Click on 'Forthcoming field services'.
5. Click on '...' and 'More details' for the required field service.

   

6. Click on the tab 'Information'.
7. Make the required changes and click on the button 'Save'.

   

8. Select 'Update only this field service'.
9. Click on the button 'Confirm'.