How can a Job be set as recurring?
If you need a job to repeat after a specific interval, you don’t have to create it manually each time. Instead, you can set it up as a recurring job.
Go to Work from the hamburger menu.
Select the job you want to make recurring, then go to Overview from the header and click the Add Recurring tab.
Clicking on Add Recurring job will open a Recurring job pop up. You can set the recurrence frequency by selecting Daily, Weekly, or Monthly, based on how often you want the job to repeat. Set the Recurring Pattern by specifying the interval (for example, every 1 day, ) and set the Range of Recurrence by choosing a start date and selecting whether the job has No End Date, Ends after a certain number of occurrences, or Ends by a specific date.
Expand Set data for upcoming jobs to configure details that will apply to future recurring jobs. Here, you can review or update job information such as Project/Site Name, Address, City, State, Country, Contact Details.
Set the job Schedule Start Time and Schedule End Time, assign the job to a fieldworker under Assign To, and review or update Job Type/Services, Job Priority, Tags, Job Description, and Job Instructions as needed.
You can also enable the options Copy equipment from parent job and Copy items from parent job to automatically carry forward the same details from the original job to all the recurring jobs.
After setting up all the details, click on the Save button.
Upon saving the recurring job, a success alert — “Job recurrence added successfully” — will be displayed.
Select the job you want to make recurring, then go to Overview from the header and click the Add Recurring tab.
Clicking on Add Recurring job will open a Recurring job pop up. You can set the recurrence frequency by selecting Daily, Weekly, or Monthly, based on how often you want the job to repeat. Set the Recurring Pattern by specifying the interval (for example, every 1 day, ) and set the Range of Recurrence by choosing a start date and selecting whether the job has No End Date, Ends after a certain number of occurrences, or Ends by a specific date.
Expand Set data for upcoming jobs to configure details that will apply to future recurring jobs. Here, you can review or update job information such as Project/Site Name, Address, City, State, Country, Contact Details.
Set the job Schedule Start Time and Schedule End Time, assign the job to a fieldworker under Assign To, and review or update Job Type/Services, Job Priority, Tags, Job Description, and Job Instructions as needed.
You can also enable the options Copy equipment from parent job and Copy items from parent job to automatically carry forward the same details from the original job to all the recurring jobs.
After setting up all the details, click on the Save button.
Upon saving the recurring job, a success alert — “Job recurrence added successfully” — will be displayed.