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Adding a Holiday to an Account

How to add a holiday to an account? The customer is on holiday how do I pause all active jobs for all locations?

Written by Emma Kelly
Updated over 2 weeks ago

Overview

This article will show you how to add a holiday to an account and the impacts of that.

๐Ÿ“ŒNote: The steps below are for Roundsman Enterprise.


To add a holiday to an Account

Follow the steps below to add a holiday to an account:

  1. Once logged onto Roundsman Enterprise, Search for the Account you wish to place on Holiday.

  2. Click the Account Number to take you to the Account screen.

  3. In the Actions section (on the right-hand side), click Add Account Holiday

  4. Now enter the 'First Day' date when you want the account to commence its holiday. This will be the date the account goes on pause, and any active jobs will stop

  5. Enter the date from which you want the 'Restart Day' to be. This will be when the account comes off pause, and active jobs will resume as normal

  6. The system will generate a note in the Holiday Notes field. Enter any additional comments here if required.

  7. Click OK
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This will now add the holiday and update any applicable jobs that are open for all locations for the account, giving you the option to save or print the confirmation.
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After following these steps, your account will now be paused, and any jobs will stop from the parameters you have set and restart once the restart day has been reached.

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