Create, Edit, or Delete Recurring Work (App)
To learn how to set up recurring work in the Skimmer app, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
You have work that recurs occasionally, but not as often as a regular route stop, and it can be difficult to remember and schedule them. Well, now Skimmer makes it easy. So we’re going to show you how to set up a schedule for recurring work orders. Starting on Customers tab, we’ll choose our customer. Once on their profile, slide down to the bottom and you’ll see a box that says Recurring Work. Tap on the ADD button. You’ll see the next screen has types of recurring work you can choose from. You’re not limited to these. In the Settings tab, under Work Order Types, you can create more categories. We reviewed that in another video. For now, we’ll choose FILTER CLEAN. You’ll see that it’s been configured to recur every 6 months.
Since we set the recurrence, we can now tell the system when the last filter cleaning occurred. This will help it to project when the next one should be scheduled. So we’ll say the last filter cleaning occurred on JUNE 6. Now we have that recurring work attached to this customer. Tap on it, and if you want you can adjust the last finished date, and you can now add labor cost and price. Then SAVE.
Now we’re getting close to when the next filter cleaning should happen. So how does Skimmer remind you of that? Let’s go to the Admin Panel. Under WORK ORDERS, we’re on the UPCOMING tab. And you see here that it’s giving you a reminder - Dr. Bruce Banner is due for his filter cleaning, and next week will be six months since the last one. It’s important to note that, at the moment, this filter cleaning is not scheduled. The recurring work order function is reminding you that it NEEDS to be scheduled. How do you do that? It’s easy. Just tap on it, and immediately you’re taken to the scheduling screen. Now we can choose a tech and a date. Then tap SAVE.
You’ll see it’s no longer in the Upcoming tab. Instead we’ll go to the Scheduled tab, and there it is. Let’s tap on it again. Here we see the details we’ve already added, plus the ability to take photos and add captions, add any items needed for the work, and notify the customer with a call or email that the work is needed. So there you have it. Skimmer reminds you of the upcoming recurring work, and helps you schedule the work order. And now you’re good to go.