All Collections
Estimates & Work Orders
How to create a Quarterly Work Order Series
How to create a Quarterly Work Order Series

Create a recurring appointment that automatically schedules every quarter

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

Summary

Create a recurring appointment that automatically schedules every quarter.

Key Points

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

  • On the Schedule tab, select the frequency Quarterly

  • 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.

On the Schedule tab, select the tech.

Select the frequency Quarterly.
Select the week of the service, in this example the service will be the second week the quarter.


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


The Select Day(s) must match First Service Date. Otherwise, you'll have two appointments the first month. In this example, October 8, 2019, is the second Tuesday.

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 quarterly series starting on the second Tuesday of every quarter. 

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?