Create a Recurring Job
Learn how to create recurring jobs. There are many options for creating recurring jobs to meet the needs of your business. Recurring jobs are such a great tool because once you set up the recurrence you will no longer have to schedule each job every week.
How to Create a Recurring Job (HCP Web Portal)
To create a recurring job on the HCP Web Portal:
Select the black 'NEW' button on your navigation bar and click 'Job'
Click the pencil icon from the schedule card on the new job page.
Recurrence is the reverse icon located in the top right corner of the calendar.
Select your recurrence details.
Save the job.
Review the recurrence details from the recurring card on the left side of the job page.
How to Create a Recurring Job (HCP Mobile App)
Easily create recurring jobs from the mobile apps. Make changes to a single job or the entire series on the go.
To create a recurring job from the HCP Mobile App:
Select the '+' button on your home screen and click 'Job'
Click the Schedule or '+' button from the new job page
Select Recurrence to make your job recurring
Select your recurrence details.
Save the job.
If you need to make changes to the recurring job, use the same workflow as if you are rescheduling the job. For more information on making changes to recurring jobs, visit this help article. The rules for making changes are the same across web and mobile.
Edit Recurring Jobs
If you have a recurring job scheduled but need to make changes to one or all, you can edit the dispatched employee, frequency, or scheduled time/date by following the steps below.
How to Edit the entire series:
Editing the entire series of a recurring job will impact the current job you are making the change to and all future jobs in this series.
Walkthrough:
Step-by-step Instructions
Locate and open the job details page
Edit the job using the edit schedule button (calendar/pencil icon) or click the (edit pencil) in the recurring job card on the left side of the page.
Select "This job and all future jobs."
Make your changes and save.
Changing the date, time, assigned technician, and arrival window will impact the job you are on and all future jobs.
If you change the recurrence details (i.e. weekly to monthly), the change will be made starting with the current job.
If you change the the duration of the job, the change will be made starting with the current job meaning the duration will "reset" starting with this job. For examples of how this works please visit the FAQ section at the bottom of the article.
How to Edit a Single Job Within a Recurring Series
Editing a single job in the series will only impact this current job and there is not an option to adjust the series as a whole.
Walkthrough:
Step-by-step Instructions
Locate and open the job details page
Edit the job using the edit schedule button (calendar/pencil icon) or click the (edit pencil) in the recurring job card on the left side of the page.
Select "Only this job."
Make your changes and save.
Delete a Recurring Job
You can easily delete one job within a recurring series OR delete the entire series altogether.
Open the job details page for the job that needs to be deleted.
If you need to delete an entire series from a specific date moving forward, open the first occurrence that will NOT be completed.
Click the Settings icon in the upper right corner (gear & wrench icon)
Select 'Delete job'
Choose if you'd like to delete:
'This Occurrence'
'This and Future Occurrences'
Once you select, the changes will be made immediately and you will be taken back to the Dashboard.
FAQs
How do I delete or cancel a recurring job?
Deleting and cancelling recurring jobs follow the same rules as many any other edits to a recurring series. These changes can be applied to a single job or the remainder of the series. Use the job options menu from the job page to delete or cancel jobs.
I would like to take a current job and make it recurring. How do I do that?
Simply edit the job you wish to make recurring and add the new recurring details. This job will be considered the first job in the series. So if you make a series with 5 jobs the result will be the current job + 4 new jobs. 5 in total.
I am not seeing a recurrence option.
Recurrences are only available on jobs. Recurrences cannot be created on:
Segments
Estimates
Jobs with more than one appointment
What happens for a never ending recurrence?
The duration of the series will determine how many jobs are initially created in the series. Do not worry - the recurrence will be automatically extended.
Daily, weekly and monthly jobs will extend 1 year into the future.
Yearly jobs will extend 5 years into the future.
What happens when I make changes to the duration of the recurring series?
Scenario | What happens? |
Increase or decrease the number of recurrences | The number you enter on this change impacts only jobs moving forward not the total number of jobs for the entire series. The recurrence will "extend" based on the number you enter.
Example: I have a recurring job with 4 occurrences. On the second job, I increase the number to 10. There will be 10 more occurrences starting with this job so in total 11 in the series. |
Change the end date further into the future | We extend the recurrence to that date. |
Change the end date to a date in the past | Any recurrences after that date will be deleted. |