Update one job in a repeating series

You can change one job in a repeating series and leave the later jobs as they are. Use it when one day needs extra time, different work, or a different price, and the rest of the series should stay the same.

Update this job only

1. Open Schedule and click the job.
2. Click Edit. If you don’t see Edit, it is in the ⋯ menu.
3. Change what you need. For example Estimated time, Work required, Start and end time, Invoice items, Hourly rate, or Tags.
4. Click Update.
5. In Update repeating job, choose This job only.
6. Click Update again.

This and all future jobs is already selected. Leave it selected when the change should copy forward. That updates this job and every later job in the series that is not completed or skipped.

The dialog lists what you changed under Changed. It also says how the job repeats, for example every 2 weeks.

You only see this dialog when a later job would be updated. Completed and skipped jobs are left alone. Past jobs are not changed.

This and all future jobs only goes forward from the job you opened. To change an earlier job too, open that job and change it there.

If the due date or repeat pattern was changed on a later job, SortScape splits the series at that job and the jobs after it carry on as a series of their own. A change saved with This and all future jobs stops where the split is, so the jobs after it keep the old value. Open the first job after the split that still shows the old value, make the same change, and choose This and all future jobs again.

If this is the last open job in the series, SortScape saves without asking, because there is nothing later to update. New jobs added after that one start from this job, so a change you make here is copied onto them.

Repeating notes

The same dialog appears when you edit a repeating note. It is titled Update repeating note. The choices are This note only and This and all future notes.

It covers the note’s Title, Description, Colour, Address, Estimated time, Start and end time, and Tags.

What stays on one job

This job only keeps the change on the job you opened. The Changed list is exactly what that choice applies to. Common fields:

• Estimated time
• Start and end time
• Work required
• Invoice items: a new line, a changed price or quantity, or a removed line
• Hourly rate and Est value
• Requires invoicing and Charge hourly based on time logged
• Requires customer confirmation
• Tags

A new invoice line saved with This job only applies to that job and shows a “1” icon. The same new line saved with This and all future jobs shows the repeating icon and is copied forward.

Changing the price on a line that already repeats does not change its icon. It still shows the repeating icon. The new price stays on this job until someone edits that same line and chooses This and all future jobs.

You can also add an extra charge while viewing the job, without opening Edit. See One-off charges on a single job.

What always updates the series

This job only is unavailable when you change the schedule. The option says Schedule changes apply to the whole series. These always update this job and the jobs after it:

• Due date
• Repeats, including how often it repeats. To stop the series, see Stop a repeating job
• Ending
• Crew

Dragging a job to another day is separate. The move stays on the day you dropped it unless you apply it to future jobs. See Rescheduling jobs in SortScape.

General instructions are stored on the property. Changing them updates every job at that property. They are not part of this dialog.

Marking a job complete, skipping it, logging time, adding photos, or ticking a checklist item only affects that job. Those actions do not open this dialog.

For two kinds of regular work at the same property, create separate repeating jobs instead. See Editing repeating jobs.

If later jobs already differ

This and all future jobs warns you when a later job already has its own value for something you changed, such as its own estimated time or price. Updating overwrites that value. You can still continue.

This job only does not change later jobs, so it does not show that warning.

A one-job change can be overwritten later if you do any of these:

• Edit the same field on an earlier job and choose This and all future jobs.
• Change the due date, repeat pattern, ending, or crew, which rebuilds the later jobs.
• Drag a job and apply that move to future jobs.

SortScape warns you before those updates. Read the warning, then click Update if you still want to go ahead.