Editing the Current Report of a Schedule

The pending reports on the Reports/Tasks list can be edited at any time, even if the report originates from a schedule. Open the report and click Edit.

When you make changes to a report that is currently linked to a schedule — such as updating the auditor hint, reassigning it to a different team member, changing the date, or editing the title — those updates apply only to that report. The schedule itself remains unchanged. This means that the next report generated from the schedule will continue to use the original schedule settings. This approach gives you flexibility to make last-minute adjustments on individual reports without worrying about accidentally altering the recurring schedule behind them. If you want the change to apply to every future visit, edit the schedule instead (see Adding a Schedule).

You should not make changes like this to a report once it has been Started. Note that making a change on this screen might cause a report in progress to “reset” itself to new status. Therefore, if you have a report checklist in progress do not make changes within HWIT as that may reset the report completely.

Need to move a whole day of visits, rather than one report? See Reassign day and Move day on the Routing tab in Route Planning.

Billing on the report

Under Vendor bills the drawer has a Billing list: every charge this report or task produced, with its status (Unbilled, or Invoiced with the invoice number as a link). Completion creates the visit charge automatically; click + Add billing item to add further charges to the same report, as many as you need, before or after completion. The property and service date are pre-filled. Unbilled charges can be opened and edited here; invoiced ones are locked. See Tracing Billing Between Reports and Invoices.

Completed reports

On a completed report the Assignee is shown as text — the technician’s name as it was on the day — rather than the picker, and it cannot be reassigned. The name stays on the report even if that user is later removed from your company. The Report Title, Template, Billing Item and Billing Rate are also locked once complete; the notes and the email fields can still be edited.