The Reassign Associate Feature can be used to change the associate on:

• Appointments
• Customers
• Job Tasks (Repair & Custom)
• Associate Tasks

NOTE:  Only incomplete appointments, job tasks, and associate tasks will be updated.  Completed records will not be changed.

Other Considerations for Reassign Associate

The Calendar and Dashboard features display service jobs (repairs, custom jobs, special orders, and appraisals) based on their Intake Associate.  

This cannot be changed via the Reassign Associate feature at this time.  You can manually change this by viewing the intake receipt and using Supervisor > Change Associate.