All Collections
Estimates & Work Orders
How to create a Bi-Monthly Work Order Series
How to create a Bi-Monthly Work Order Series

In our system, bi-monthly is every other month

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

In our system, bi-monthly is every other month. Create a recurring appointment that automatically schedules every other month.

Key Points

  • Click the Create a new... button and select Work Order

  • On the Schedule tab, select the frequency Bi-Monthly

  • Select the week of the month and day of the week you'll do the service

  • The week of the month and day of the week must match First Service Date

  • Ends After is Never, Fixed number or Date

  • Enter the Duration and Start Time

From the customer's location page, click the Create a new... button and select Work Order

On the Billing tab add the service description, adjust the price, if necessary, etc. If the customer is paying monthly, click Billing Frequency and select Monthly.

On the Schedule tab, select the tech.

Select the frequency Bi-Monthly.


Select the week of the service, in this example the service will be the first week every other month.


Select the day of the week, in this example the service will be on Thursday.

The Select Day(s) must match First Service Date. Otherwise, you'll have two appointments the first month. In this example, November 7, 2019, is the first Thursday.

Enter the Duration and Start Time

Click the Save button and you have a series created in that customer's Work Orders tab. This example shows a bi-monthly series starting on the first Thursday every other month. 

The system generates a year's worth of appointments. As the newest appointments are completed the system appends the end of the list with additional appointments so you never have to remember to create more services. 


Did this answer your question?