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.
From the sidebar navigation, select Add new > Job
Complete the New Job fields:
Client Details
Service Location
Job Details
Scheduled
In the Scheduled form, select Set recurring schedule
Complete the Recurring schedule fields:
Daily: Choose the frequency for this recurring job as desired
Jobs Stop: Choose whether you want this recurring schedule to end after a specific number of jobs or on a specific date
Create jobs: Enter the number of days ahead of schedule that you want the recurring job to be created
Select Save
Select Submit
Note: After creating a recurring job, you will not be able to edit the frequency of those jobs. For example, after creating a recurring job on a weekly schedule, you will not be able to change it to monthly or daily.
To make changes to a recurring schedule, you will have to delete it and recreate it from scratch.
To learn more about deleting a recurring job, please see this article.
You can view your recurring schedule by accessing the job you just created from the job page and scrolling down to Recurring Schedule.
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