How to Complete, Revert, and Bulk-Update Visits (Visit Actions)

Beyond placing visits on the calendar, day-to-day dispatch is mostly about changing their status: marking work complete (or un-completing it), seeing what’s overdue, and finding out who changed what. Most of this lives on the All Appointments page (Daily Dispatch → All Appointments), with quick single-visit actions also available right on the calendar.

Before you start

Visits must exist on the schedule — see Calendar Scheduling.
Know the status vocabulary: Scheduled, Unscheduled (no date yet), On My Way, In Progress, Completed, Skipped, Rescheduled. Office-side buttons toggle between Completed and Active (scheduled); the “in the field” statuses — On My Way, In Progress, and Skipped (with a skip reason) — are set by crews from the crew mobile app.

Complete a single visit

You have three equivalent ways; use whichever screen you’re already on:

From the calendar (Daily Dispatch): click the appointment → Mark Complete in the popup. The event turns green. (Hidden for recurring series — see below.)
From All Appointments: find the row and click its Complete button. For a recurring visit, this completes only that date’s occurrence, not the whole series.
From the Crew Day mobile view (when enabled): the crew taps Complete on the stop card.

Undo a completion

The same buttons flip: Mark Active on the calendar popup, or Revert on the All Appointments row. The visit returns to Scheduled/Active status.

What completing a visit triggers

The visit turns green on the calendar and its status badge reads Completed.
If it was the last open visit on the job, the job itself rolls up to Completed.
If the job is opted in to auto-invoicing, completing the visit creates the invoice automatically.
The change is written to the visit’s History with who did it and when.

Bulk complete / bulk revert

On All Appointments:

Tick the checkboxes on the rows you want (selection survives paging).
In the grid toolbar click Mark Selected Complete — or Mark Selected Active to bulk-revert.
A toast confirms how many appointments were updated and the grid refreshes.

Recurring rows are handled per-occurrence: only the specific dates you selected change.

Recurring visits — the one rule to remember

A recurring appointment is a series; each date is an occurrence.

The All Appointments grid shows one row per occurrence, so its Complete/Revert buttons (and bulk toolbar) affect only the date on that row. This is the right place to complete recurring work.
On the dispatch calendar, the quick popup’s complete button is hidden for a recurring series (completing “the series” from there would be ambiguous). Occurrences that were individually edited/detached behave like normal single visits.

Find visits fast: filters on All Appointments

Quick chips: All, Today, This Week, Next 7 Days, This Month, Unscheduled (visits with no date), Past Due (dated before today and not completed), Custom Range (opens a date-range picker).
Dropdown filters: Crew, Status, Customer — plus the grid’s own search box and column filters.
Clear All resets everything.
Toolbar exports: Excel and PDF.

View details and history

Each All Appointments row has three buttons:

View — opens the appointment detail modal: date/time, recurring flag, crew, job (linked), address with a Get Directions map link, and any description/crew notes. Footer buttons jump to Open Customer, Open in Calendar (lands on Daily Dispatch with the right crew, date, and the editor open), and Open Job.
Complete / Revert — as above.
History — “who changed this visit, and when”: every create, move, edit, completion, reorder, and batch shift with the user and timestamp. This is your answer to “why did this appointment move?”

Batch reschedule (Rain / Delay Shift)

Shifting a whole crew’s open visits by N days lives on the Route Management page (the Rain / Delay Shift button), with a preview-before-commit flow. See Route Management for the full walkthrough and the rules (completed/skipped visits stay put; recurring series never move).

Delete a visit

Open the appointment on the calendar and use its delete option; a confirmation dialog warns the action can’t be undone. For recurring appointments you’ll be asked whether to delete just that occurrence or the whole series. Prefer Revert/Reschedule over delete when the work still needs to happen — deleting removes the record from the schedule entirely.

Tips & best practices

Start your morning on the “Past Due” chip. Anything dated before today and not completed shows up there — reschedule or complete it before it snowballs.
Use the “Unscheduled” chip as your backlog view of Schedule Later visits.
Bulk-complete at day’s end. Filter to Today + the crew, select all, Mark Selected Complete — faster than clicking through the calendar.
Check History before asking around. Every schedule change is attributed; the History button settles “who moved this?” in one click.

Troubleshooting

The Complete button is missing on a calendar event — it’s a recurring series. Complete individual dates from All Appointments.
I completed a recurring visit and the whole series looks done / not done — check you were on the grid row for the right date; each occurrence completes independently.
“No appointments were updated” on a bulk action — no rows were selected, or the update failed; re-select and retry.
A visit shows Skipped but nobody in the office skipped it — Skipped (with a reason) is set by the crew from the mobile app; check with the crew or the visit History.
The job didn’t auto-complete after the last visit — job roll-up happens on visit completion; if a visit was completed some other way, open the job and complete it manually.
“Could not update status” — the save failed; the button re-enables so you can retry. Contact support if it persists.

Calendar Scheduling — create, edit, move, and delete appointments
Route Management — stop order and Rain / Delay Shift
Scheduling Overview — modes and status vocabulary
Manage Crews