How to Create a Recurring Job?

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Recurring Jobs are jobs that happen over and over again, on a regular basis. For instance, a cleaning business may offer its customers daily or weekly or monthly cleaning services, such jobs will be categorized as recurring jobs.

If your business offers a service that will happen every couple of days or month — any regular schedule, really — Recurring Jobs can help you manage them easily, for, you only have to set it up once.

 

 

Creating a Recurring Job

  1. To create a recurring job, go to the New Job Form
  2. In the New Job Form, fill in the Customer Details section. 
  3. In the Job Details Section, select the Job Recurrence field. Choose Recurring Job from the dropdown.
  4. This will prompt a Choose Job Recurrence dialog. 

Recurring_Job.gif

  5. a. Recurrence Start From The date on which the job's recurrence begins.
      b. Recurrence Duration: Number of days, weeks, months, or years the would recur for.
      c. Job Start Time: The time when this recurring job is scheduled to start on the selected days.
      d. Job End Time: The time by which a job should be completed on the selected days.
      e. Choose Frequency: Select the interval at which the jobs need to be repeated (daily, weekly monthly, and yearly).
      f. Repeat Every: The number of times the job needs to occur in the selected frequency.

      g. Choose Days of the Week to Repeat: The selected jobs will be updated on days selected here.

  6. Fill in the required fields as prompted by the dialog and click on Save Recurrence to set up a recurring job. 

   7. Once you have selected a recurrence, you can fill out other required fields in the New Job Form and create a new recurring job. 

Previewing and Updating Recurring Jobs

  1. Once a recurring job is successfully created, you can see a Recurrence Schedule in the right pane. mceclip0.png
  2. You can click on the Edit option in the recurrence schedule to view, verify, and update any job recurrence. mceclip1.png
  3.  If you would like to edit a specific job recurrence, you can click on it and change aspects like Job Date, Start Time, and End Time.
  4. Once you have reviewed and updated your Job Recurrences, click on Update Recurrence to update your recurrence schedule.

 

 

 

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