How do I create a recurring job?

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This lesson will show you how to create a job that recurs every second Friday. Before you start you will need to have at least one job template created and the Recurring Jobs & Reminders add-on turned on.

In the Dispatch Board, click New Recurring Job

In the Dispatch Board, click New Recurring Job

Enter the customers name

Enter the customers name

Select a Job Template

Select a Job Template

If you don't have any job templates, check out this tutorial - http://support.servicem8.com/entries/21549619-How-to-create-a-job-template

It explains how to create a template.

Set that the job should be automatically scheduled

Set that the job should be automatically scheduled

Set the time, duration and staff member

Set the time, duration and staff member

Set the recurrence pattern to weekly, every two weeks and tick Friday

Set the recurrence pattern to weekly, every two weeks and tick Friday

This is a 12 month maintenance contract, so we will set the end as one year from now

This is a 12 month maintenance contract, so we will set the end as one year from now

Hit Save

Hit Save

The bookings are now on the calendar

The bookings are now on the calendar

You can view all current recurring jobs by hitting the "Recurring Jobs" button

You can view all current recurring jobs by hitting the "Recurring Jobs" button
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