How do I create repeat jobs?

 

Creating repeat jobs

If you need to plan on going to specific job site on a regular basis, then there is no need to create a single job for each visit, instead use the Repeat Job functionality.

Follow these steps to create repeat jobs:

  • Log into your dashboard
  • Navigate to Scheduler tab
  • Click on any day (current or future date)
  • Click on Add a new job
  • You can choose between Use Existing or Create New. If you choose Creat New, all the client information will be automatically added to your client database for any future job. If you have already entered the client information for another job before, you must your Use Existing option. In this case, you can search for client name and all the fields will be auto-filled
  • Fill out all other fields (some optional)
  • Please note that if you enter your client's cell number in the Customer Phone field, he/she will receive a reminder text message 15 minutes before your personnel arrives at the job site
  • Please make sure that the job start time is in the future
  • Tip: If you have any instructions for that job, you can leave a message in the Comments box. If any job, with the same job address or job name, occurs in the future, those instructions in the Comments box will auto-fill
  • Click on the Repeat Job button
  • Simply select the repeat interval and the repetition criteria
  • Once finished filling up the fields, click on Create Job button
  • All the jobs will be populated as per the repetition specified for the future

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