Skipping a Visit

Table of Contents

1. Overview
2. Skipping a Single Visit from the Calendar
3. Skipping Multiple Visits from Grid View
4. Skipping Visits from the All Events Page
5. Skip vs. Not Serviced

Overview

Skipping a visit removes a single occurrence from your open schedule without completing it or marking it as not serviced. It’s useful when you already know ahead of time that a visit won’t be happening — for example, a customer asks to skip this round — but you want the rest of the recurring series to continue on its normal cadence.

LawnPro gives you a few different ways to skip a visit, whether you’re working with one visit at a time or several at once.

Skipping a Single Visit from the Calendar

Click the visit on your calendar to open the visit details panel. From here there are two ways to skip it:

Option 1 — Status menu: Click the “⋮” menu next to the status badge (top right of the panel, beside “Open”). Choose “Skipped” from the list.

Option 2 — Other actions menu: Scroll down to the bottom of the visit panel and click “Other actions”. Choose “Skip” from the dropdown.

Either option opens a “Skip Events” popup asking for a “Reason to Skip”. Enter a reason, then click the green “Yes” button to confirm.

Skipping Multiple Visits from Grid View

To skip several visits at once, go to the Schedule tab, choose Month (or Week), then switch to Grid view.

Check the box beside each visit you want to skip, then click “Skip Events” in the toolbar.

A “Skip Events” popup will appear asking for a “Reason to Skip”. Enter a reason, then click the green “Yes” button to confirm.

Skipping Visits from the All Events Page

You can also skip visits from the All Events tab. Check the box beside the visits you want to skip, click “More Actions”, then choose “Skip”.

You’ll then see the same “Skip Events” popup asking for a “Reason to Skip”. Enter a reason and click the green “Yes” button to confirm.

Skip vs. Not Serviced

Skip and Not Serviced both take a visit off your open list without invoicing it, but they’re meant for different situations:

• Skip — for a visit you know in advance won’t be happening, such as a customer asking to skip this round
• Not Serviced — for a visit that was supposed to happen but didn’t (weather, a same-day cancellation, etc.), and can also notify the company owner, property owner, or employee automatically

Both let you enter a reason when you mark them.