In this article, you will learn how to create recurring jobs.

Creating recurring jobs is a great time-saving tool for service professionals who perform ongoing work for customers. Instead of manually creating a new job for a recurring service, Workiz lets you create and schedule recurring jobs all at once.

Creating a recurring job

In order to create a recurring job, you will need to create a new job. You cannot create a recurring job from an existing job.

  1. From the sidebar menu, select Add new… > Job

  2. Complete the New Job fields:

    1. Client Details

    2. Service Location

    3. Job Details

    4. Scheduled

      Note: For more information on filling out these fields, please see this article.

  3. In the Scheduled form, select Set recurring schedule

  4. Complete the Recurring schedule fields:

    1. Daily: Choose the frequency for this recurring job as desired

    2. Jobs Stop: Choose whether you want this recurring schedule to end after a specific number of jobs or on a specific date

    3. Create jobs: Enter the number of days ahead of schedule that you want the recurring job to be created

  5. Select Save

  6. Select Submit

You can view your recurring schedule by accessing the job you just created from the Jobs page and scrolling down to Recurring Schedule.

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