Create a Recurring Job

Learn how to schedule a daily, weekly, monthly, or annual recurring job.

Ian avatar
Written by Ian
Updated over a week ago

To create a recurring job, you’ll complete the same steps you would for a one-time job with one additional step in the scheduling portion.

  • Click the [+NEW] button in the navigation bar at the top of the screen

  • Input the customer

  • Click the pencil icon to open the calendar

Before saving, follow the steps below:  

1. Click the "Recurrence" button

2. Frequency

  • By default, the job is set to not repeat, but you can unfold the list of recurrence options by clicking on the dropdown

  • Select if this job is going to be daily, every weekday, weekly, monthly, or yearly, or if you want to configure a custom recurrence rule

3. Adjust Date & Time: 

  • You can adjust the date and time of this recurrence by clicking directly on each of the fields

4. End the Recurrence

  • Select a specific date for the recurrence to stop 


  • Set a number of occurrence(s) that will take place 


  • Set the recurrence to never end

The day selected will default to whatever day you are creating the job. Be sure to uncheck that day if that is not when the job will be taking place. 

Pro Tip: Quarterly occurrences take place every 3 months.

5. Review & Save

  • If you need to make changes to the recurrence settings, click the pencil icon

  • To auto invoice your customer for this specific job, click the box that says 'Auto-Invoice'

  • Click 'Save' once everything is set

Once you've saved, you will be taken to the first invoice of the recurrence. Scroll down and you will see the recurrence settings, where you can edit and view all scheduled occurrences. 

Note: If you need to change the dispatched employee for an occurrence, simply adjust within the individual invoice details page. 

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