Using the Batch Edit Jobs Feature

Best Suited for:

• Users with the Plus or Pro Service Fusion subscription
• Dispatchers managing multiple job updates
• Operations managers coordinating technician schedules
• Back office users updating job details in bulk

Important Information:

• Allows updates to multiple "open" or "in-progress" jobs simultaneously
• Changes made using this feature overwrite existing data
• Batch Edit changes cannot be undone
• This feature is only available on the Plus and Pro subscription plans

Strategic Workflow:

• Filter jobs that require the same updates
• Apply consistent changes across multiple jobs 
• Reduce manual updates and save time 
• Ensure accuracy before applying bulk changes

Process Description:

1. Navigate to Jobs > Batch Edit Jobs
2. Use filters to isolate the jobs you want to update
3. Select jobs individually or in bulk
4. Click Batch Edit Selected
5. Choose the job attributes to update
6. Apply changes to all selected jobs

Accessing Batch Edit Jobs:

1. Hover over Jobs
2. Select Batch Edit Jobs

Filtering Jobs for Batch Updates:

1. Use the Filter Jobs panel on the left
2. Narrow jobs by:
   • Date
   • Status
   • Customer Name
   • Customer Tags
   • Tech(s) Assigned
   • Other available criteria
3. Select Apply Filter to view matching "open" or "in‑progress" jobs

Selecting Jobs to Update:

1. Select jobs using one of the following methods:
   • Check the box next to each job number
   • Check the box in the top header row to select all jobs on the current page
   • Check the box next to Batch Edit Selected to select all jobs in the filtered results

Applying Batch Updates:

1. Select Batch Edit Selected
2. In the edit window, choose one or more attributes to update:
   • Current Status
   • Sub‑Status
   • Start Date / End Date
   • Estimated Duration
   • Arrival Time Window
   • Assigned Tech(s)
   • Notes for Techs
   • Completion Notes
   • Task List
3. Review all selected changes carefully
4. Select Apply to update all selected jobs

Confirming Changes:

• Verify that updates have been applied successfully
• Review a sample of updated jobs to confirm accuracy

Important: Changes made using Batch Edit will overwrite existing job data and cannot be reversed. Use this feature with care.