Bulk actions allow you to update multiple calendar items at once — instead of editing each one individually. You can select up to 15 jobs, estimates, or events and either reschedule them or update their assignees in a single action.
Select Calendar Items
Hover over a calendar item.
Click the checkbox that appears.
Continue selecting up to 15 items.
Use the toolbar at the top to choose:
Reschedule
Edit assignees
The toolbar shows how many items are selected (for example, 5/15 selected).
📌 Note: Bulk actions support jobs, estimates, and events only. If a recurring job is selected, then only the job selected will be moved, not the entire series.
Bulk Reschedule
Use bulk reschedule to move multiple items to a new date while keeping their original start times and durations.
How to Bulk Reschedule
Select the calendar items.
Click Reschedule in the toolbar.
Choose a new date:
Tomorrow (based on today’s date)
Custom date (select any future date)
(Optional) Check Notify customers to send updates.
Click Save.
What to Know
You cannot select a past date.
Each item keeps its original time and duration.
Bulk Reassign (Edit Assignees)
Use bulk reassign to add or remove employees — and routes, if enabled — across multiple items at once.
Step 1: Edit Team
Select the calendar items.
Click Edit assignees in the toolbar.
In Add employee, search and select employees to assign.
In Remove employee, select employees to remove.
(Optional) Check Notify customers.
Click Next.
Step 2: Review Changes
Review the table showing each item’s original and updated assignees.
Resolve any warnings if an item would be left without required assignments.
Click Save to apply changes.
What to Know
Events and estimates must always have at least one employee or route assigned.
Jobs can be left unassigned.
If routes are enabled, adding a new route removes the existing route assignment.
After Saving
A success notification confirms updates were applied.
If some items couldn’t be updated, an error notification appears.
Click Review to see which items require manual updates.
Need help or have questions?
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