Add and Edit Recurring Work (Web)

To learn how to set up recurring work with the Skimmer web portal, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

Skimmer can help you remember and schedule work that doesn't recur as often as a regular route stop, such as filter cleanings and pool openings. We'll show you how to set that up on the web portal. Start by logging into and navigating to the Customers tab. Choose your customer and click on their name.

Under Service Location, at the bottom you'll see an area called Recurring Work. Click on the Add button and you'll be taken to the setup screen. We're going to set up a recurring work for filter cleanings. You can set up multiple filter cleaning work order types with different recurrences, such as four months or six months, but for demonstration we've just set up one with a six month recurrence. We'll set the last finished date as November 1, 2018, which as of this recording is almost six months ago. That lets the system know when the next service will be due. Then we'll click the Add Recurring Work button, and you'll see now that it's set up for our customer.

Now, where is that reminder going to pop up? Let's go to Work Orders, and then Upcoming. Here we see the Recurring Work that we've set up, and we can choose how far in advance want to look, from one week all the way to twelve weeks. But the system defaults to displaying what's coming due over the next four weeks. So you can see that, for our customer, we completed the last filter cleaning almost six months ago, and the next one is due this week. In order to create and schedule that work order, just click the Create button to the right and get started.