With our recurring jobs feature, you can create a job once, and then set it to re-occur on a regular basis - at an interval you choose. You can choose to make any new job a recurring job. One way to set up a new job is from the 'jobs page'.
Click on the green plus sign to create a new job
In the 'Create New Job' window, click 'Create a recurring job'.
First, start typing the name of your customer, you will see them come up in the list. If this is a new customer, click 'Create New Customer'. Click 'Add Customer'. Next enter the job title.
To set up the recurring schedule, first pick the date and time of the first visit. Then select the frequency from the dropdown menu. If you want this recurring job to have no end point and repeat ongoing, select 'No End Date'. Otherwise, set the date and time of the last occurrence.
The 'Frequency' dropdown lets you select the interval at which this job recurs.
Click 'Custom' to set a different schedule than the suggestions listed.
Next, select team members to assign to the job (which can be changed for future occurrences) and add job tags and notes as needed. You can learn more about job tags here.
Then, click 'Save Recurring Job'.
You'll be taken to the job record for your recurring job. You'll see the basic job information as well as links to two pages: 'Occurrences' and 'Calendar'.
On the 'Occurrences' page you can see each occurrence of the job as they are scheduled.
On the 'Calendar' page you can see each occurrence in a calendar view.
That's it! You just scheduled a recurring job! For help with recurring jobs, reach out to firstname.lastname@example.org