When a job expires, you will need to add a new one. We are careful to help clean the job list, but that means when you have recurring jobs, you will need to create them again once they expire.
A clone option is on our list to get done for you. Until then...
How to Handle Expiring Jobs
Find the Jobs that are Ending
Go to the Jobs menu and change it to 'List View'
Sort the column 'End Date' so the closer dates are on top.
Hint: Take Note (copy/paste) of the Job Name so you can name the new job the same name for employees to see.
If the job has already expired, you will need to change the Job's filter to see them...
Now let's add this new job...
Use Quick Add to Add the Job
In the Jobs menu, press the '+' Wizard, and choose Quick Add.
Then follow the prompts...
Step 1: Select the Customer and Location (it is already in there; you are just adding this job)
Step 2: Call this Job the same that you did before (paste here if you copied to the clipboard prior - you can change it later if you forgot to do that.)
Give the Job a name.
Is this ongoing work? Project work? Or a special Work Order? You will want to separate those job contracts so you can finally uncover which work is hiding the money leakers.
Select the Team that will work this job.
Save
Note: With Quick Add, the Ongoing job is automatically created with dates starting 'today', out a year. You can adjust the dates and add the budget later.
That's it! It is pretty easy. We will make it easier in the future. Hang on.
More Articles to Consider
Need to add more Teams to work this job? Schedule more Team Shifts.
You may want to understand a bit more about Pro's unique 3-tiered approach with Customer - Location: Job. It is kind of magical.
Check out our Help Center for answers to other common questions.👍