Recurring Jobs & Reminders Overview

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Recurring jobs & Reminders manages two different kinds of recurring work. Recurring Jobs manages regular work where the booking time and staff member is known, generally for daily or weekly schedules. Reminders manages longer term recurring work where a specific time and staff member needs to be confirmed closer to the date, generally for monthly or yearly schedules.

Recurring job window

Recurring job window

Once you have activate the Recurring Job add-on from the ServiceM8 add-ons page, it will appear in the Action toolbar from the Dispatch Board.

Use job template to easily manage what information is set in jobs across a job schedule, or even a group of clients.

Note: Recurring jobs can only be managed online via Dispatch Board.

Recurring jobs

Recurring jobs

For work where the date, time and staff member are fixed, use the one of the two above options. This will automatically create and schedule jobs according to your recurrence pattern.

Reminders

Reminders

For longer term recurring work where a specific time and staff member needs to be confirmed closer to the date select the above option. 1 week prior to the the bookings occurrence you will receive a notification in your inbox about the work. You can then contact the client to organise a time and convert it to a job, if the client doesn't want to go ahead you can delete or snooze the job.

Recurrence Pattern

Recurrence Pattern

You will have control over daily, weekly, monthly or yearly for your recurring jobs schedule.

Range of Recurrence

Range of Recurrence

You can set the duration or start/end date for your scheduled recurring jobs.

Manage recurring jobs

Manage recurring jobs

In the Recurring Jobs panel under the Dispatch Board, this is where you can view, modify or cancel all scheduled recurring jobs.

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