• Home
  • Forums
  • Help Documentation
  • Submit a request
  • Check your exists requests
  • FAQ
  • Webinars
  • Connect2Field.com
Help @ Connect2Field ยป Creating Recurring Jobs in Connect2Field

Topics

  • Getting Started 6
    • Log In - Log Out
    • Admin Dashboard
    • Connect2Field Help
    • Start using Connect2Field in 6 Easy Steps
    • Why use Connect2Field for your Service Business
    • Request a Demo
  • My Company Setup 4
    • Setup Basic Company Details
    • Customize the Main Menu Bar
    • Setup Tax Names for your Business/Country
    • Setup Tax Rates, Default Currency & Payment Types
  • User Setup 3
    • The different types of Users in Connect2Field
    • Creating Users in Connect2Field
    • Not Recieving SMS Notifications
  • Client Management 17
    • Creating & Searching Clients in Connect2Field
    • How to Delete Clients & Jobs
    • Customizing the Client Section in Connect2Field
    • Creating Custom Fields For Clients in Connect2Field
    • Creating and Using Customer types in Connect2Field
    • How to add Multiple Sites (Office Locations) to your Clients
    • How to Invoice your Customers for Service Jobs using Connect2Field
    • How to Configure Invoices
    • Manage Client Accounts and Invoices
    • How to Group & Print Multiple Invoices for a Client
    • How to Email Invoices to Clients
    • How to show Job Details & Additional Job Information in Invoices
    • How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
    • Example: Use Custom Fields to Quick Search Clients
    • How to Book New Client Calls as Jobs
    • Call History - Book Existing Client Calls/Emails in Connect2Field
    • How to Manage/Bill Pre-Paid Client Contracts
  • Job Management 30
    • How to Create & Dispatch New Jobs in Connect2Field
    • How to setup Job Types in Connect2Field?
    • How to Add Job Start & Job Finish Questions
    • How to view all my Active Jobs
    • How to view Jobs & Job Locations on a map
    • Creating Recurring Jobs in Connect2Field
    • How to End/Cancel Jobs from Recurring
    • Viewing Master Recurring Jobs in Connect2Field
    • How to Add Sub-Jobs in Connect2Field
    • Scheduling in Connect2Field
    • How do I add Service Notes for particular Job Type in Connect2Field
    • How to attach documents to a Job
    • Creating and Using Equipment in Connect2Field
    • Using Search in Job Central
    • Configure Job Card to Display Images, Start/Finish Questions & Custom Fields
    • How to Print/Email a Job Card and attached images to a Job
    • Quick Search Jobs in Job Central
    • How To apply colors to different Job Types ?
    • How to setup your Field Workers to receive Outlook Calendar Appointments
    • How to Add Fields to Job Central
    • Connect2Field WorkFlow / Standard Job Status - Explained
    • Example: Track Job progress with Custom Status Icons
    • Example: Capturing crucial Job Information using Custom Fields
    • How to Archive Completed Jobs
    • How to Un-Archive Jobs
    • How to Change Status of Multiple Jobs
    • Example: How to Charge/Bill your clients for your services using Connect2Field
    • Example 1: Planning your Field Work in Advance
    • Example 2: Planning your Field Work in Advance
    • How to Add Discount to Jobs
  • Work Force Management 7
    • How to use Connect2Field's Messaging System
    • Configuring SMS for Field Workers in Connect2Field
    • How to Customize Email/SMS Templates for your Field Workers & Clients
    • How to enable or disable Alerts to your Field Workers
    • How to Re-Alert / Notify your Field Staff when a Job is re-scheduled
    • GPS - Tracking your Field Staff via Connect2Field Map
    • How to temporarily de-activate a Field Worker
  • Mobile Field Worker WebApp 12
    • Connect2Field Field Woker WebApp - Iphone Example
    • FieldWorker WebApp Configuration
    • Customize the Connect2Field Main Menu for your Mobile/Ipad
    • Control what fields appear while selecting a job from your Mobile/Ipad
    • Example: Use Tags for quick search of products in Iphone/Ipad
    • How to Update Product Prices while in the Field
    • How to Email Invoices to Clients while in the Field
    • Example: Creating Sub-Jobs while in the Field
    • How To Capture Clients Signature as Job Conformation
    • Reallocate Job to a different Field Worker while in the Field
    • How to Auto Populate Username/Password for your FW WebApp login on the iPhone
    • How to Enable/Disable Pricing Fields for the WebApp
  • Connect2Field Scheduler 5
    • Single Person View
    • Multi Person View
    • How to Re-schedule/temporarily remove a Job via the Scheduler
    • Week View using Scheduler
    • Creating New Appointments & New Jobs in Scheduler
  • Inventory Management 4
    • Adding Products & Services
    • Creating Tag Groups & Assign Products to Tags
    • Managing Warehouses
    • Inventory Management for your Fieldworker's Vans
  • Quote Management 2
    • How to Instantly Create New Jobs from Quotes
    • Creating & Dispatching New Quotes
  • Reporting in Connect2Field 4
    • Types of Reports
    • Jobs Per Field Worker
    • Jobs Per Field Worker - Summary
    • Jobs Per Client
  • Customer Equipment Management 1
    • Working with Equipment Items
  • Supplier Management 3
    • How to add Suppliers in Connect2Field
    • How to configure Supplier Types
    • How to Add/Modify Custom Fields for Suppliers
  • Data Management 3
    • How to Export Jobs from Connect2Field
    • How to Import/Export Products & Update Inventory
    • How to Import/Export your Clients in Connect2Field
  • Accounts / Integration 7
    • Connect2Field Accounting Connector Setup for MYOB
    • Using the Connect2Field Accounting Connector with MYOB
    • Connect2Field - Xero Integration
    • Connect2Field - Saasu Integration - Service Invoices
    • Connect2Field - Saasu Integration - Item Invoices
    • Connect2Field - KashFlow Integration
    • Connect2Field - Capsule Integration
  • Customer Portal 3
    • What is the Customer Portal
    • Customer Portal Features
    • Customer Portal Setup
  • Case Study 1
    • Case Study - Plumbing / Mechanical Contractors Industry
  • Connect2Field Videos 1
    • How to schedule your Fieldworkers easy and quick
  • About Connect2Field 1
    • How To Subscribe To Connect2Field Updates

Last Updated

Sep 22, 2011

Download Lesson PDF

Download Manual PDF

Comments

0 comments for this lesson

  • Prev: How to view Jobs & Job Locations on a map
  • Next: How to End/Cancel Jobs from Recurring

Creating Recurring Jobs in Connect2Field

This tutorial will explain how to create recurring jobs..

Service business may have contracts to provide service at regular intervals.. So rather than creating separate job sheets for each job, you could create copies of your master job in just a few clicks.. Connect2Field job management system takes the hassle off creating recurring jobs, say for example maintenance jobs every fortnightly or the 1st Monday of every month, for you..

Let us see how..

1_display Zoom

Above we are adding a new job for a client.. Fill up the required details as for any other job..

Hit 'Save & Add Job Details'

Image_034_display Zoom

The above is an example of creating a fortnightly job.. Have a look at the options selected..

It says, the Job has to recur 'Daily' but with an interval of '14 Days' and for a maximum of '5' times..

Hit 'Save'.. Let us check how these jobs are seen in Job Central..

Media_1316686108387_display Zoom

1) Recurring jobs are created with a dot after the parent job code.. So we have job codes, 10091.1, 10091.2 etc
2) The recurring jobs are not dispatched by default.. They have to be manually dispatched to the FieldWorker by clicking view against the job, from within the job card..
3) Shows the job dates/time as per the recurring algorithm we set above..

All job details from the parent job, for example, Field Worker Name, Job Type and description are carried over to the child jobs..

This is really helpful as it takes the pain away of putting the same job information all over again for child jobs.. You could, however, choose to change any of these fields for individual jobs..

Let us see another recurring example below:

Media_1311323694785_display Zoom

Here we have chosen to create recurring jobs to happen Every Tuesday..

So we have created recurring jobs to happen: 'Every Week', 'Every Tuesday' and the end limit set to '31 Aug 2011'

Let us see how they appear in Job Central:

Media_1311324168827_display Zoom

Notice the dates and times are set as per the algorithm setting we did above..

Also, you can set how far in advance you would like recurring jobs to show in your Job Central page.. Let us see how this is configured..

Media_1311326211070_display Zoom

From your Dashboard, choose:
Options->Job Configuration->Manage Reocccurring Job Time

Media_1311326258738_display Zoom

The above screen lets you configure, in days, how far in advance you would like recurring jobs to show in your Job Central page..

For the above example of '60' days, if you have any recurring jobs that are due post 60 days, they are not shown in your job central page.. However, when the difference between the recurring job date and the current date becomes '60' those jobs are automatically displayed in your job central..

You could try different algorithms as per your business specific needs.. The Connect2Field Recurring module takes care of creating the jobs for you..

Have questions? Do write to us: support@connect2field.com

  • Prev: How to view Jobs & Job Locations on a map
  • Next: How to End/Cancel Jobs from Recurring

Comments (0)

Add your comment

E-Mail me when someone replies to this comment