Repeat a job on a schedule
Set a job to come round every few days, weeks or months, and each visit is added to your jobs table four weeks ahead, with its customer, site, assignee and lines.
On this page
Check where visits go
Visits are added to the jobs table Create job uses for a quote. An admin opens Tools, then Quotes, clicks Quote settings, and checks Jobs: the Jobs table, and the Visit date field each visit's day goes into.
A jobs table with a date field called Scheduled For is found without choosing.
Start a recurring job
Open Tools, then Recurring jobs, and click New recurring job. Give it a Title, and choose who it is Assigned to, the Customer and the Site. Notes go on every visit's job, such as a gate code.
A customer or site that is not in the list yet can be added without leaving. Click Customer or Site, then Add new at the bottom of the list, fill it in and save. On the phone app, tap New customer or New site above the list; whatever you had typed in the search starts the form. Either way it is chosen for you, and nothing you already typed is lost.
To repeat a job you already have, choose it under Repeat a job. Its details and lines are copied, and that job is the first visit. To start from an accepted quote, open the quote and click Repeat this job.
Set how often
Under How often, type a number in Repeat every and choose days, weeks or months. For weeks, click the days of the week. For months, choose On day and a day of the month, or On the and a week and a day, such as the last Friday. Every 3 months is quarterly, and every 12 months is yearly.
Choose the First visit, then when it Ends: Never, On a date, or After a number of visits. The box underneath shows the rule in words and the next visits it books.
Add what each visit costs
Click Add line or Add from price book, then type the Qty and Unit price. Each visit shows the total. Every visit's job gets these lines, so its value adds itself up.
Save and book the visits
Click Save. Every visit from the first one to four weeks ahead is added to your jobs table as a job, and the next visit always is, even when it is months away. After that, new visits are added every hour as the four weeks move on.
Each visit is listed under Visits with its job's status. Click Open job to go to it. If a visit you expect is not there, click Book visits.
Change one visit
Under Visits, click Move, choose the day, then Move visit. Later visits stay on their days.
Click Skip, type a Reason if you like, then Skip visit. Its job is removed and the visit is not booked again. Put back brings it back.
Click Reassign to give one visit to someone else. Later visits keep the recurring job's assignee.
Move or skip a whole day
On Recurring jobs, click Change a day. Choose From, and To for more than one day. Choose Move them and how many days later, or Skip them with a reason, then click Move visits or Skip visits.
Every recurring job's booked visits on those days change, and the panel says how many. Later visits stay on their days, and a job that has already started is left as it is.
Change the schedule
Change anything on the recurring job and click Save. It asks first: choose the day Changes apply from, and it says how many booked visits from that day are replaced with the new ones and how many stay. Click Save and rebook.
Visits before that day do not change. A visit you moved, skipped or reassigned, or whose job someone has started or edited, stays as it is.
Pause, resume or end it
Under Visits, click Pause, choose Pause from and, if you know it, Start again on (optional), then Pause. The panel says how many booked visits are removed first. Nothing is booked while it is paused. Click Resume to book again from the day you choose.
Click End and choose Last visit on or before to stop it, and Start again to restart it later. The bin icon deletes it: booked visits from today that nobody has changed go with it, and every other job stays in your jobs table.
Watch visits from Quick Glance
On Quick Glance, click Edit layout, then Add widget, then Recurring jobs. Click Save layout.
The card shows Active, Paused and Next 7 days. Below them is every active recurring job, the next visit first, with its customer and site, how often it comes round, Next visit and Each visit.
Click a recurring job to open it. Click Open Recurring jobs for the whole list.