Editing a Time Block on a Service Order

Modified on Fri, 23 Sep 2022 at 11:24 AM

You can edit many options in a Service Order, including the Time Block. Sometimes a client needs a time that is different than your standard, preset time blocks. You can edit a time block on a single service to be any time block necessary. It is possible to edit a single service or multiple services in a service order.

More About Service Orders

A Service Order contains services a client has ordered, for a date range that will be invoiced together, such as one month of daily walks or a 2 week vacation. The services are simultaneously populated to the Schedule and are used to create an Invoice for the Client.

Tip: When editing a service the change applies to all services selected. If you intend to update all services to the new time frame, you can select them all and edit once.

Note: This process only works for Service Items with Time Type of Time Block.

How Do I Edit a Time Block on a Service Order?

Navigation: Clients > access a client account > Orders & Invoices

Step 1

Open the Service Order by clicking the blue order label name.
Do not click "Quote" or" Invoice No:" Those are not editable.

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Step 2

Check the box beside service(s) to edit, or check "All" to select all records.
Click "Edit."

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Step 3

Beside the Time Block, client the word "Edit."

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Step 4

Set the top time to be the start of the Time Block.
Set the bottom time to be the end of the Time Block.
Click "Done."
Then click "Update."

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