Using the multi select tool

Need to update or edit multiple records? Several pages such as the Customers, Quotes, and Jobs pages have a multi select option so you can carry out bulk updates in a flash.

On the Jobs page, you can edit, schedule, unschedule, assign a worker to, mark as done, skip, or add to a round all the selected jobs at once, or plan a price change for them with Calculate price change (see how to plan a price change).

• Using the long press option
• Using the menu
• Exit multi select

Using the long press option

1. Tap and hold on the first entry you want to select.

2. The multi select mode will be enabled and individual checkboxes will appear next to each entry. Tap other entries to include them in the selection, or use the Select All checkbox at the bottom of the page to select all of the entries currently displayed.

3. Once you've selected the entries you want to edit, click on the Actions icon at the bottom of the screen and select your action.

Using the menu

1. Click on the menu icon in the top-right corner and select Select jobs (or the equivalent option depending on the page you're on).

2. The multi select mode will be enabled and individual checkboxes will appear next to each entry. Tap other entries to include them in the selection, or use the Select All checkbox at the bottom of the page to select all of the entries currently displayed.

3. Once you've selected the entries you want to edit, click on the Actions icon at the bottom of the screen and select your action.

Exit multi select

To exit multi selection, tap the Cancel icon at the bottom of the screen.