Watch the video or scroll down for step-by-step instructions.
Tiers: All
Step-by-step instructions
1. Select Customers, and click on customer name.
2. Scroll down to Recurring Work, and click Add.
3. Click the dropdown bar to select the recurring work order > Last finish date (optional) > Labor Cost (optional) > Price (optional) > Save.
4. To edit a recurring work order, click the Edit icon, and Save when finished.
5. To view upcoming, recurring work orders, select Work Orders > Upcoming.
- By default, the system will display recurring work orders over the next four weeks. Click the dropdown filter to see up to 12 weeks ahead.
- Click Create Work Order to schedule the recurring work order, and Save.
6. To delete a recurring work order type, select Customers > customer name > scroll down to Recurring Work > click the Trash icon, and Delete.
Last updated on November 29, 2023