How to Create Recurring Jobs in FieldTask?

Recurring Jobs can be created from the Job Creation Form, just like any other job. The form can be accessed from:

• Quick Actions
• Scheduling
• All Jobs

Quick Actions

Click the Quick Actions option at the top of the left sidebar. It will open the menu bar, from which you need to click on Job.

Scheduling

From the left sidebar, navigate to the Scheduling Page.

On the top right of this page, click the Schedule Job button.

All Jobs

From under the Jobs section on the left sidebar, navigate to the All Jobs page.

On this page, click the Create Job button on the top right.

Recurring Job Creation

All three methods will bring you to the same Job Creation Page.

Just like Scheduling a Single Job, provide the:

• Job Name
• Customer
• Job Location
• Job Description
• Assignee
• Scheduling Option
• Start Date and Time
• End Date and Time
• Documents

This is where the change happens from your normal job assignment. Click on the Recurring Schedule button to open the recurring options.

In this section, provide:

• How the Job will Recur
• How do you want it to repeat
• The End Date

Now, like the single job assignments, add Line items to your job. Finish the process by clicking on Create Job.

n.b. When choosing End Date from under the Schedule Form segment, if you choose a different end date, you will not be able to create a recurring job. Multi-Day jobs can not be made into recurring jobs.