WorkJobs
Bulk Edit Popup
How to use the Bulk edit popup to apply the same change across several jobs at once without changing fields you did not mean to touch.
Bulk edit is for the moments when the same change needs to land on several jobs together. Instead of opening each record one by one, you select the jobs in the list, open More Actions, and choose Bulk edit.
How the Popup Applies Changes
- Apply toggles: Nothing changes just because a field is visible. A section only applies if its toggle is turned on.
- Single value across all selected jobs: Whatever you choose in an enabled section is written onto every selected job.
- Why this matters: The popup is designed to be safe. Leaving a toggle off protects that field from being changed by accident.
Fields You Can Update
- Round and Service: Useful when a group of jobs needs reclassifying together.
- Due Date: Good for shifting a batch of work onto a new date.
- Schedule: Lets you turn scheduling on or off and apply the same repeat rule to the whole selection.
- Price, VAT Rate, and VAT Amount: Useful when several jobs need the same pricing correction. VAT fields only appear when the business is VAT registered. If any selected job has a price rise waiting, this section warns you, because changing the price means that rise is skipped on its date. To put prices up from a date instead, use Increase Prices.
- Payment Method: Good when a group of jobs should all default to the same payment route.
- Invoice Required, Important, and Reminder Required: Useful for operational flags.
- Status: Lets you move the selected jobs onto the same status in one pass.
Schedule Changes Need Extra Care
- Schedule Enabled: Turning this off removes the repeat pattern that depends on it.
- Frequency and Interval: These are required when scheduling is turned on.
- Weekly and Monthly fields: Weekly schedules need at least one day. Monthly schedules need a week-of-month pattern.
- Downstream effect: Schedule and due-date changes can alter when jobs appear next and how they flow into planning later.
Good Ways to Use Bulk Edit
- Filter first: Narrow the Jobs list down before opening the popup. That makes it much easier to be sure the selection is right.
- Do one kind of change at a time: If you are changing price and schedule for different reasons, it is usually clearer to do those as separate passes.
- Watch the selection count: The popup header tells you how many jobs you are editing. If the number looks wrong, close it and fix the selection first.
Related articles
- Jobs List: This is where you build the selection before opening the popup.
- Jobs Filters Popup: Useful when you need to isolate the right jobs before a bulk change.
- Scheduling a Job: Helps when the bulk edit includes schedule fields.
- Advanced Pricing and Opening Balance: Useful when the bulk change is mainly about price and VAT.
- Increase Prices Popup: Raise prices from a date and tell customers, rather than changing them straight away.