If you have routine tasks, like pool cleaning or monthly maintenance, you can set them up to happen automatically.
How it Works
- Define the schedule: When creating or editing a work order, choose how often you want it to happen
- Auto-Generate: Once the schedule is saved, the system will automatically create a new work order based on that frequency. You don't have to manually create the task each time!
When to Schedule
You have two simple options for setting the recurrence:
- When you first create a brand-new work order.
- By editing an existing work order.
Editing a Work Order Schedule
To change when a work order repeats:
- Open the Work Order: Find the work order you want to change.
- Click the Edit Icon: Look for the yellow pencil icon in the work order details—this is where you edit the schedule.
- Define the Recurrence:
- Set the Pattern: Decide how often the work order should be created (e.g., weekly, monthly).
- Set the Range: Choose how long you want this schedule to keep running (e.g., end after 10 occurrences or on a specific date).
- Save Changes: Click the Save button when you're done.
