Create a Recurring Work Order

Recurring work orders allow you to automatically schedule jobs that repeat on a regular basis (e.g., weekly cleaning, monthly maintenance, etc.), saving you time and ensuring consistency with your customers.

Here's how to Create a Recurring Work Order on Desktop

Step 1: Start a New Recurring Work Order

You can create a recurring work order in two ways:

Option A: From the Quick Create Menu:

Click the (+) (Plus icon) in the top-right corner and select Recurring Work Order.

Option B: From Sales look up:

1. Hover over Sales

2. Click Work Orders.

3. Select Recurring Work Orders from the left panel.

Step 2: Click + New Recurring Work Order.

Step 3: Enter Customer & Job Location

Customer Information

• Select an existing customer from the dropdown.

• Or click + New Customer to add a new one.

Job Location

• Choose an existing address.

• Or click + New Location Address to add a new location.

Add Work Order Items

Step 4: Assign & Schedule the Job

Assign Employees

• Select one or more employees to assign the job.

Schedule Details

• Set: Start Date & Time, End Date & Time

Customer Reminder

• Choose when the customer should receive a reminder notification (e.g., 1 day before).

Step 5: Set Recurring Rules

In the Recurring Work Order section:

Repeats

• Choose how often the job repeats (e.g., Weekly, Monthly).

Repeat Every

• Define the interval (e.g., every 1 week).

Repeat On

• Select specific days of the week (e.g., Monday, Wednesday).

Ends

Choose when the recurrence should stop:

• Never – continues indefinitely

• On – ends on a specific date

• After – ends after a set number of work orders

Example

• Repeats: Weekly

• Repeat Every: 1 week

• Repeat On: Monday

• Ends: After 3 work orders

This will create 3 scheduled work orders, one each week on Monday.

Step 6: Fill in other required fields: 

Step 7: Save the Recurring Work Order

Add Attachments and Comments

• Use the Attachments section to upload files (e.g., product lists, images, or documents).

• Add internal notes in Job Comments 

• Click Save to confirm.

Step 8: Review all details on the Preview page:

Step 9: Managing Recurring Work Orders

• Navigate to Sales > Work Orders > Recurring Work Orders.

• View, edit, or stop existing recurring schedules.

Step 10: You can also add a Child Work Order from the Recurring Work Order by clicking More on the Preview page and click Add Child WO.

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Here's how to Create a Recurring Work Order on App

Step 1: Navigate to Work Orders

1. From the App Homepage, tap Work Orders
2. Tap the (+) icon in the top-right corner

Step 2: Enter Workorder Details such as- Customer details, Items and all the required details. and 

Save the Work Order by tapping the Tick icon in the top-right corner.

Step 3: Schedule & Assign

After saving, you’ll be taken to the Schedule & Assign screen:

1. Assign one or more employees
2. Select an Event Color (optional)
3. Scroll down and tap Repeat

Step 4: Set Repeat Schedule: 

• Choose one of the following options: Daily, Weekly or Monthly as per Work Order requirement.

Step 5: Set Repeat Interval on the Repeat Every screen:

• Choose the interval (e.g., every 1 day, 7 days, 10 days)

• Tap the option that matches your work order requirement

Step 6: Configure Recurrence End  

On the Repeat Recurring screen:

• Select how the recurrence ends:

  • After a set number of occurrences (e.g., 3 times)

  • On a specific date (using the date picker)

  • Never (continues indefinitely)

• Tap Done to confirm

Step 9: Finalize & Confirm

• Review all details (employees, recurrence, customer reminder, time zone)

• Tap Schedule to confirm

A confirmation screen will display with scheduled date, time, and assigned employees

Step 9: View only Recurring Work Orders: 

From the Work Orders list, Filter by type - Recurring

Here is a video showing how to do this.