Can I edit the services or tasks linked to an existing service appointment? How to edit services or service tasks in the appointment?
Yes, you can edit both services and service tasks in an existing service appointment, as long as it hasn’t been marked Completed or Cancelled.
Here's how:
- Open the Service Appointment Details page.
- Click Edit.
- To edit services:
- Under the Services section you can, add new services, update quantity, unit price, or add a description and remove unwanted services.
- Save the changes.
- To edit service tasks:
- On the same appointment page, scroll to the Service Tasks section.
- Add new tasks or update/delete existing ones.
- Save the updates.
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