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How to move a completed visit to another job

Sometimes a visit is created or completed under the wrong job. While it’s not currently possible to merge visits, you can still move a completed visit to the correct job without having to recreate it manually.

Oliver Hoffmann avatar
Written by Oliver Hoffmann
Updated this week

Steps to follow

  1. Open the original visit

  2. Click on the Actions button

  3. Select Copy to another customer

  4. Enter or select the customer name

  5. Associate the visit with the desired job

  6. Update the date and time to reflect when the service was actually performed

  7. Once the new visit is created:

    • Delete the original visit

    • Set the original job status to Cancelled, if no further action is required for that job

Good to know

  • This method allows you to keep the visit details without starting from scratch

  • Existing invoices are not affected, as long as they are linked to the correct job

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