How To Edit Work Orders & Trips in Bulk

How To Bulk Edit Work Orders and Trips

1. Select Work Orders and Initiate the Action; Once you’ve selected the relevant Work Orders from the list view, open the three-dot menu in the header and choose Bulk Edit Work Orders & Trips.
   
   
   
   The system will display all Trips associated with the selected Work Orders in a full-screen dialog.
   
   
   
   
   

   Note: Work Orders in statuses such as Closed, Canceled, or Received, and those without Trips, are excluded from this action.
   
   

2. Edit Key Fields; You can update the following fields directly:

   1. Work Order Manager

   2. Trip Assignee

   3. Trip Schedule (ETA, ETC, and Trip Close Date)
      
      

3. Expand for Additional Edits; Each row can be expanded to update additional data for Work Orders and Trips, including:

   1. Payment Method

   2. Client Not to exceed (NTE)

   3. In-system Proposal

   4. Client Site Tax Exemption

   5. Attachments (Work Orders and Trips)

   6. Trip Description
      
      
      
      Use the bulk action menu to apply changes to multiple items at once for:
      
      You can also edit assorted parameters in bulk via a dedicated 3-dot menu:

      1. Work Order Managers

      2. Trip Schedules (ETA, ETC, and Trip Close Dates)

      3. Trip Assignees
         
         
         
         You can also remove selected items in bulk if needed..
         
         Note: Bulk Trip scheduling preserves the original date range to avoid unintended changes to the Work Order expiration. For exceptions, individual updates are available.
         
         

4. Save and Complete the Action; When editing is complete, select either Save and Exit, or Save and Dispatch Trips
   
   
   
   The operation will continue as a Background Task.
   
   
   
   Note: Please avoid editing affected Work Orders until the update is completed.