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How to create an Annual Work Order Series
How to create an Annual Work Order Series

Create a recurring appointment that automatically schedules once a year

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

Summary

Create a recurring appointment that automatically schedules once a year.

Key Points

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

  • On the Schedule tab, select the frequency Yearly

  • Select Every x-number of Years(s)

  • Select the 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 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. 

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