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 Yearly.
Select every 1 year, or if it's every two years, change it to 2.
Select a First Service Date.

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 an annual series starting on the date you selected for First service  date. 

The system generates three or four years worth of appointments, depending on when the start date is compared to the current date. 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. 

See these articles for creating other Work Order frequencies:
How to create a Seasonal Work Order Series
How to create a Semi-Annual Work Order Series
How to create a Tri-Annual Work Order Series
How to create a Quarterly Work Order Series
How to create a Bi-Monthly Work Order Series
How to create a Monthly Work Order Series
How to create a Weekly Work Order Series
How to create a Daily Work Order Series

October 2019

Article ID: 0481

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