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Reschedule a visit with a reason ​

You need to push a visit and want it handled cleanly. Rescheduling in APEX, instead of emailing the project manager, records why the date moved and sends the new slot back for approval. The reason you pick also shows up in the company's "Why visits slip" view, so both sides can see patterns over time.

Before you start ​

  • You need to be signed in to the Partner portal with the visit already on the project.
  • Know your new date and time window, and a short reason for the move.

Steps ​

  1. Open the visit drawer and click ⟲ Reschedule.

    The Partner Portal Onsite 'Visit schedule' view, where scheduled visits appear and can be opened to reschedule.The Partner Portal Onsite 'Visit schedule' view, where scheduled visits appear and can be opened to reschedule.

  2. Pick a reason from the dropdown. Choose the one that best fits:

    ReasonUse it when
    Parts not ready / shipping delayEquipment hasn't arrived
    Site access blockedYou can't get into the space
    Customer not readyThe site isn't prepared for you
    WeatherConditions stop the work
    IllnessYour crew is out sick
    Partner rescheduled (staffing / shop)Your own scheduling or staffing
    OtherAnything not above

  3. Add detail in the free-text field. Be specific, for example: "Cisco Room Bar Pro backorder pushed one week. New ship date confirmed today, install can run the week after."

  4. Pick the new date and time window, then click Submit.

Result ​

The visit returns to PROPOSED with your new dates, and your reason lands in the visit's thread. The company approves the new slot from their Field Ops page, and you're back to scheduled.

TIP

Pick the reason that's actually true even when it's your own delay. Honest reasons make the "Why visits slip" view useful for both sides, which is what gets recurring problems fixed.