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Roy Harding

  • Posts: 1981
Moving Work in George
« on: December 22, 2024, 11:24:48 am »
I'm sure there is a way of moving all jobs forward one week, but I have never used it can anyone help?

Thanks Roy

AuRavelling79

  • Posts: 25547
Re: Moving Work in George
« Reply #1 on: December 22, 2024, 10:47:35 pm »
I'm sure there is a way of moving all jobs forward one week, but I have never used it can anyone help?

Thanks Roy

If you mean a bulk move of everything on a set date you do this ...

Go into Jobs
Click Diary View
Right click on one of the jobs on a date
Go down the menu and click on 'Add whole day to list'

A box entitled Bulk update will appear.

Part way down it will have a tab saying 'Change Next Due Date'

Click 'Set All to'

There is date window. Choose the date you want the jobs moved to.

Click 'Ok'

A box saying 'Are you sure you want to process these XX jobs?' appears.

Click 'Yes'

A box saying 'Update complete' will appear.

Click 'OK'

A box saying 'Do you want to abandon these XX jobs?' appears

Click 'Yes'

It's a game of three halves!

Roy Harding

  • Posts: 1981
Re: Moving Work in George
« Reply #2 on: December 23, 2024, 07:12:44 am »
Thanks that great that's what I need.


AuRavelling79

  • Posts: 25547
Re: Moving Work in George
« Reply #3 on: December 23, 2024, 02:09:19 pm »
Thanks that great that's what I need.

Most welcome!
It's a game of three halves!

Den68

  • Posts: 289
Re: Moving Work in George
« Reply #4 on: December 26, 2024, 10:07:12 pm »
I'm sure there is a way of moving all jobs forward one week, but I have never used it can anyone help?

Thanks Roy

If you mean a bulk move of everything on a set date you do this ...

Go into Jobs
Click Diary View
Right click on one of the jobs on a date
Go down the menu and click on 'Add whole day to list'

A box entitled Bulk update will appear.

Part way down it will have a tab saying 'Change Next Due Date'

Click 'Set All to'

There is date window. Choose the date you want the jobs moved to.

Click 'Ok'

A box saying 'Are you sure you want to process these XX jobs?' appears.

Click 'Yes'

A box saying 'Update complete' will appear.

Click 'OK'

A box saying 'Do you want to abandon these XX jobs?' appears

Click 'Yes'

Does this only do one day at a time as would love to be able to move all work back a week at a time.

AuRavelling79

  • Posts: 25547
Re: Moving Work in George
« Reply #5 on: December 26, 2024, 10:41:11 pm »
I'm sure there is a way of moving all jobs forward one week, but I have never used it can anyone help?

Thanks Roy

If you mean a bulk move of everything on a set date you do this ...

Go into Jobs
Click Diary View
Right click on one of the jobs on a date
Go down the menu and click on 'Add whole day to list'

A box entitled Bulk update will appear.

Part way down it will have a tab saying 'Change Next Due Date'

Click 'Set All to'

There is date window. Choose the date you want the jobs moved to.

Click 'Ok'

A box saying 'Are you sure you want to process these XX jobs?' appears.

Click 'Yes'

A box saying 'Update complete' will appear.

Click 'OK'

A box saying 'Do you want to abandon these XX jobs?' appears

Click 'Yes'

Does this only do one day at a time as would love to be able to move all work back a week at a time.

That bit in red. You can choose which day/date to move the jobs to. But as far as I know, only one day's worth can be moved at a time.
It's a game of three halves!

Den68

  • Posts: 289
Re: Moving Work in George
« Reply #6 on: Yesterday at 10:04:16 am »
It’s a shame we can’t bulk move all jobs back a week in one go for things like Xmas and an annual holidays.

Have used the option you have detailed many times but it’s bloody time consuming to move all the work.


dazmond

  • Posts: 24043
Re: Moving Work in George
« Reply #7 on: Yesterday at 01:01:35 pm »
It’s a shame we can’t bulk move all jobs back a week in one go for things like Xmas and an annual holidays.

Have used the option you have detailed many times but it’s bloody time consuming to move all the work.

It's so easy with cleaner planner. One click and it's done!2 clicks for 2 weeks off.

It literally takes 1 minute of my time. I also used to use George and it was a pain come holiday time.
price higher/work harder!

AuRavelling79

  • Posts: 25547
Re: Moving Work in George
« Reply #8 on: Yesterday at 01:25:23 pm »
It’s a shame we can’t bulk move all jobs back a week in one go for things like Xmas and an annual holidays.

Have used the option you have detailed many times but it’s bloody time consuming to move all the work.

It's so easy with cleaner planner. One click and it's done!2 clicks for 2 weeks off.

It literally takes 1 minute of my time. I also used to use George and it was a pain come holiday time.

If I had more than a couple of years working planned I would change from George.
It's a game of three halves!

Roy Harding

  • Posts: 1981
Re: Moving Work in George
« Reply #9 on: Yesterday at 03:03:27 pm »
Under the settings menu you have Blocked Dates, what is this for?

Just put this in to Ai and this is the result.

**Blocked dates** in George Window Cleaning Software are used to mark specific days or time periods when work cannot or should not be scheduled. This feature is designed to help businesses manage their availability effectively and avoid booking jobs during times when they are unable to work.

Common Uses for Blocked Dates
1. **Holidays or Vacations:**
   - To indicate periods when the business or specific staff members are unavailable due to holidays or personal time off.

2. **Public Holidays:**
   - To ensure no jobs are scheduled on days when the business is closed due to national or regional holidays.

3. **Weather Constraints:**
   - To block days where severe weather conditions (e.g., heavy rain, snow, or storms) make outdoor work like window cleaning unsafe or impractical.

4. **Maintenance or Training:**
   - To reserve time for equipment maintenance, team training, or other internal activities that require all staff.

5. **Temporary Unavailability:**
   - For short-term disruptions like medical appointments, staff absences, or other unforeseen events.

6. **Recurring Non-Working Days:**
   - To block regular days off, such as weekends or specific days when the business doesn’t operate.

### How It Helps
- **Prevents Overbooking:** Ensures the software doesn’t allocate jobs during unavailable times.
- **Improves Customer Communication:** Provides clarity to customers when scheduling appointments, avoiding confusion or cancellations.
- **Streamlines Scheduling:** Keeps the calendar accurate, reducing the need for manual adjustments.

By using blocked dates, window cleaning businesses can maintain a clear and organized schedule, ensuring a smooth operation without unnecessary disruptions.

AuRavelling79

  • Posts: 25547
Re: Moving Work in George
« Reply #10 on: Yesterday at 05:23:59 pm »
Good catch Roy. What did you specifically ask AI?

And yes. Blocked dates is useful. I use it over Xmas/New Year particularly.

You can over ride it too if say you took a fit in your head and decided to work on a blocked day after all.
It's a game of three halves!

Roy Harding

  • Posts: 1981
Re: Moving Work in George
« Reply #11 on: Yesterday at 08:22:05 pm »
I asked what was the blocked dates feature in George window cleaning software.