How to create recurring jobs

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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 navigation, select Add new > Job
  2. Complete the following job sections:
    1. Client details
    2. Service location
    3. Job details
  3. From the Scheduled section, select Set recurring schedule
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  4. Create your recurring schedule:
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    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
    4. Select Save
  5. After entering all of the job details, select Submit

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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