Create, Edit, or Delete Recurring Work (Web)

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 type > 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 > click customer name > scroll down to Recurring Work > click the Trash icon, and Delete.