Guide · 367 answers

How YourCA works, step by step.

How do I move a visit?

  1. On the Schedule board, Day, drag the visit to the new time or onto another tech. It keeps its length.
  2. Or press the visit, change the tech or the time, and press Save.
  3. If nobody could get in, press Mark missed and say why. The job goes back to Unbooked to be booked again.
  4. To take a visit off, press Remove the visit and confirm.
Worth knowing

If somebody else changed the visit since you opened it, your change is refused and the board shows theirs, so two people never overwrite each other.