Replanning: How it affects your schedule in Squeegee

If you’ve got lots of recurring jobs and need to move some appointments, you’ll want to decide whether their future schedule should: a. Stay as it was (keeping the original pattern, even if gaps between appointments vary)

b. Update to retain the set frequency (so the gap between appointments stays consistent)

How does this work?

Let’s say you have a 4-weekly job that’s normally scheduled for Mondays. One week, you complete it 4 days late on a Friday instead. What happens next depends on whether you choose to update the schedule:

Without updating the schedule: Originally planned: Monday 13th March Completed: Friday 17th March (4 days late) Next appointment: Monday 10th April (3 weeks, 3 days later) After that, it returns to Mondays every 4 weeks.

With updating the schedule: Originally planned: Monday 13th March Completed: Friday 17th March (4 days late) Next appointment: Friday 14th April (exactly 4 weeks later) From then on, it stays on Fridays every 4 weeks.

This setting is found under Jobs and Scheduling and applies to all replanned jobs that have their schedule set on the job rather than the round.

How does replanning work in different views?

Multi-selecting jobs in the Work Planner or ‘My Work’ and moving them using the chart at the top ➝ Uses the global setting automatically (no check for schedule updates).

Using the ‘Replan’ action (top right after selecting jobs) ➝ A toggle at the top lets you choose whether to update schedules or just move the selected appointments while keeping future ones as they are.

What about jobs in a scheduled round?

If a job is part of a scheduled round, only the appointment itself can be replanned—the schedule can’t be updated from the planners. To update the round’s schedule, you’ll need to do that from the Rounds view.