First, you will need to activate the Recurring Jobs Auto-Routing Add-on in the ServiceM8 Add-ons page
Ensure that you have configured your Services accordingly
Set how far out you’d like jobs to be automatically scheduled
Click New Recurring Job from the Dispatch Board
Select the Service you want to use for the recurring job
And make sure you set “Automatic” for the Time and Staff Member fields
Then ServiceM8 will automatically schedule recurring ‘Service’ jobs (according to the Recurring Jobs Confirmation timeframe), in the most efficient order, taking into account travel time and staff schedules
Note: Rules and limitations of Recurring jobs Auto-routing:
- The recurring jobs system will never move a job to a date outside its recurrence date (e.g. if it recurrence pattern says the job recurs on 8th of a month, the system will never schedule it for any other day even if “Time” and “Staff” are both set to Automatic)
- When “Time” is set to a specific time (e.g. 9:00AM), the recurring jobs system is locked into that start time and can not assign anything else, even if it would cause double bookings
- When “Staff Member” is set to a specific staff member, the recurring jobs system is locked into that staff member and can not assign anything else, even if it would cause double bookings
- The recurring jobs system has one opportunity to choose the scheduled time/staff of the bookings, and that is when the “unactivated” booking (show in yellow on the schedule) is turned into a real job and is assigned a job number. This happens by default 7 days prior to the booking date, but this can be changed in preferences