How to create recurring jobs

In this article, you'll learn how to create a recurring job. If you do the same work for a customer every week, every month or once a year, you can set the whole series up once instead of booking each visit by hand.

The recurring schedule is set while you're creating the first job, on the New job form. You can do it on the web or in the phone app. You can't add one to a job that already exists, and the New lead form doesn't have it.

To open the New job form on the web:

1. 1.In the menu, click the yellow + button (it's labelled Create new when you hover it).
2. 2.Click New job.

To open it in the phone app:

1. 1.Tap the + on the bottom bar.
2. 2.Tap New job.

Setting up the recurring schedule

1. 1.Fill in the client, the service location and the job details like you would for any job.
2. 2.In the Scheduled section, set the date and times of the first visit.
3. 3.Under the times, click Set recurring schedule. The Recurring schedule window opens.
4. 4.Pick how often the job repeats from the dropdown: Daily, Weekly, Every 2 weeks, Every 4 weeks, Monthly, Every 2 months, Every 3 months, Every 6 months or Yearly. It starts on Weekly.
5. 5.Under Jobs Stop, choose one:

• •After, then enter how many Jobs the series should have.
• •On, then enter the date of the last job.

1. 1.Under Create Jobs, enter how many Days ahead of schedule each job should be created. It starts at 7, and can be anything from 0 to 90.
2. 2.Check the line under that. It reads Total with the number of jobs and Last job on with the date, so you can see the series ends when you expect.
3. 3.Choose how each job is billed (see the next section).
4. 4.Click Save.

Back on the form, a short summary sits next to the link, like "Weekly, 4 jobs". To change anything before you create the job, click Edit recurring schedule. Changed your mind about repeating it? Open the window again and click Remove recurrence. When everything looks right, click Create.

Choosing how each job is billed

Under Billing in the same window, pick one:

• •Charge the card on file: each job is charged when it's marked Done. If the customer doesn't have a card saved yet, they're sent a link to add one.
• •Send an invoice: each job's invoice goes out when it's marked Done. It's emailed, or texted if the customer has no email address.
• •Collect manually: each job gets an invoice when it's Done, and you record the payment yourself.
• •No billing: the jobs repeat and nothing is billed.

Two more boxes sit under the billing choices:

• •Automatically mark each job Done on its day: handy for work with no visit to close out, like a storage rental. Since billing happens at Done, this also bills each job on its day.
• •Don't show these jobs on the schedule: keeps the series off your calendar.

What happens after you create it

The job you just created is the first one in the series. Every later job is a copy of it, with the same customer, address, description, items, crew and tags. They aren't all made at once: each one is created the number of days ahead you chose, before its date. Any that already fall inside that window are created right away.

If billing a recurring job doesn't go through, for example a card is declined or there's no card on file, you get a notification that the recurring job's billing needs a look.

To see the series, open the job and scroll down to Recurring Schedule. It shows how often it repeats, when it stops and how many days ahead jobs are created, then the Billing choice and the two boxes, then a list of every job the series has made with its Schedule, Team, Status and Job number. If the last billing run hit a problem, a Last billing note line says what happened. You can change the billing and the two boxes there, but not how often it repeats.

Related articles

• •Changing or ending a recurring schedule
• •How to create jobs
• •Collecting payments for recurring jobs
• •How to add a card on file for clients
• •Creating new jobs on the phone app