M
Matt Day
When an employee leaves or a route gets reassigned, there’s currently no way to update the assigned employee across multiple recurring series at once. Each recurring series has to be opened individually under Schedule > Recurring Series and edited one at a time.
I just went through this with about 150 recurring Mosquito Management series that all needed to move from one technician to another. Editing each series individually to make this change is incredibly time-consuming and doesn’t scale — any company with a decent-sized recurring service book will run into the same wall whenever staffing changes.
Request: let us select multiple recurring series (filtered by current employee, service type, tag, etc.) and bulk-reassign the employee in one action, the same way employee reassignment already works for individual jobs.