In this Article:

⚠️ You cannot batch renew Jobs that have deactivated Items. Jobs are considered ineligible for duplication if Items or Item Groups used for the Job have been marked as inactive. To appear in Batch Renew, a Job must be a recurring Job and marked Eligible for Renewal. One off Jobs are not eligible for batch renewal.

Batch Renew Jobs

Jobs can be renewed from the Active, Completed, or Approved jobs tabs.
💡Proposals can also be Renewed, but this will need to be done via the above Jobs tabs and cannot be done on the Proposals tab.
Click More in the top right
From the drop down, select Batch Renew Jobs
Apply date range and desired filters.
💡 The date range will filter by Job End Date. If a Job you expect is missing, expand the date range to include that Job's End Date.
Select the Jobs you would like to renew from the available results
Select Batch Renew
⚠️ You can batch renew a maximum of 100 jobs at one time.
1. Review Jobs Tab
  By default the new start date and end date will be 1 year after the current start date and end date.
2. You can update the new start date and end date as needed.

Date Selection Method	Detail
Individually	Apply a new start and end date per Job. For All Jobs
For All Jobs	Apply a new start and end date to all Jobs.

c. Review Adjustments Tab

Adjustments	Detail
Job Stage?	Proposed - Renewed in Proposed Job Stage. Use if you send adjusted bids to be re-signed. Active - Renewed in Active Job stage. Use if you do not need a new contract, but need to create the Job for upcoming year.
Adjust Cost by %	Apply a percent increase to costs on the Job. Use if you have not updated Item Costs in settings. Costs refer to direct costs of an Item to your business.
Reset Cost to Item Default	Apply Item Costs currently in settings. Use if you have updated Item Costs in settings. Costs refer to direct costs of an Item to your business.
Adjust Price by %	Apply a percent increase to prices on the Job. Use if you have not updated Item Prices in settings. Prices refer to price of an Item to charge your customer.
Reset Price to Item Default	Apply Item Prices currently in settings. Use if you have updated Item Prices in settings. Prices refer to price of an Item to charge your customer.
Round Unit Price to the Nearest Penny	Use in tandem with Adjust Price by % to make sure your prices round to the nearest penny.
Restore Archived Visits Upon Renewal	Select to restore deleted Visits on the renewed Job.
Retain Visit Information (Assignee & Scheduling)	Select for easier scheduling if crews and schedule will remain the same. ⚠️ Only assignee will be retained on On-Demand Jobs.

7. Select Confirm

8. You will receive an e-mail notification once the process has been completed.

⚠️ SingleOps will perform a background task & duplicate each Job with its new date range and adjustments; this can take several minutes.

9. Renewed Jobs will now be visible under the Proposals or Active Jobs page. Filter by Created Date or new Job Start Date to review.

What Restores After Renewal?

	*Job Details*	*Item Details*	*Visit Details*
✅ Restore	Job Name Sales Rep (restored if the original Job was created as a Proposal) Assignee Job Tags Map Pins Attachments Contact CMB Custom Inputs Prepay Deposit Notes	Item levels Minimum Service Interval (restored but marked as actual/billable based on interval Bill Type Discount Map Pins Attachments	Reject Visits Archived (Deleted) Visit Original On Demand frequency
❌ Does NOT restore		Inactive Items	Item Bill Type changes Visit Tags Visit Assignees Visit Name Custom Inputs Notes Name

Send Batch Renew Proposals to Customers

Click the Bulk Actions button in the top right corner of the Proposals page
From the dropdown, select Email
In the Batch Email window, next to Template, select the Proposal Email template
Review recipients and fill out the rest of the information as needed. When finished, click Send.

⚠️ Proposal groups renew as a complete group. You cannot select individual Jobs within a proposal group to renew separately. Only recurring Jobs marked Eligible for Renewal will appear.

🎥 Batch Renew Jobs Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.

Batch Renew Proposal Groups

Navigate to any of the Jobs pages (Proposals, Active, Completed, Approved)
Click More in the top right
From the drop down, select Batch Renew Jobs
On the Batch Renew page click the Proposal Groups tab
Apply date range and desired filters.
💡 The date range will filter by proposal date range (start date to end date). The full date range will need to be selected for the proposal group and included Jobs to appear. If a proposal group you expect is missing, expand the date range to cover the full start to end range of the group and its included Jobs.
Select the proposal groups you would like to renew from the available results.
Select Batch Renew
1. Review Jobs Tab
  Job dates can be viewed by expanding the proposal groups. Review the included Jobs before continuing, especially if a group contains services you don't intend to renew together. By default the new start date and end date will be 1 year after the current start date and end date.
2. Review Adjustments Tab

Adjustments	Detail
Job Stage?	Proposed - Renewed in Proposed Job Stage. Use if you send adjusted bids to be re-signed. Active - Renewed in Active Job stage. Use if you do not need a new contract, but need to create the Job for upcoming year.
Adjust Cost by %	Apply a percent increase to costs on the Job. Use if you have not updated Item Costs in settings. Costs refer to direct costs of an Item to your business.
Reset Cost to Item Default	Apply Item Costs currently in settings. Use if you have updated Item Costs in settings. Costs refer to direct costs of an Item to your business.
Adjust Price by %	Apply a percent increase to prices on the Job. Use if you have not updated Item Prices in settings. Prices refer to price of an Item to charge your customer.
Reset Price to Item Default	Apply Item Prices currently in settings. Use if you have updated Item Prices in settings. Prices refer to price of an Item to charge your customer.
Round Unit Price to the Nearest Penny	Use in tandem with Adjust Price by % to make sure your prices round to the nearest penny.
Restore Archived Visits Upon Renewal	Select to restore deleted Visits on the renewed Job.
Retain Visit Information (Assignee & Scheduling)	Select for easier scheduling if crews and schedule will remain the same. ⚠️ Only assignee will be retained on On-Demand Jobs.

8. Select Confirm

9. You will receive an e-mail notification once the process has been completed.

⚠️ SingleOps will perform a background task & duplicate each Job with its new date range and adjustments; this can take several minutes.

10. Renewed proposal groups will now be visible under the Proposals or Active Jobs page. Filter by Created Date or New Job Start Date to review.

Send Batch Renew Proposal Groups to Customers

On the Proposals page, Filter Jobs
Select All or check the boxes next to individual Jobs
⚠️ When you select All, you are only selecting the number of Show Entries on each page.
Click the Bulk Actions button in the top right corner of the Proposals page
From the dropdown, select Email
In the Batch Email window, next to Template, select the Proposal Email template
Review recipients and fill out the rest of the information as needed. When finished, click Send.

🎥 Batch Renew Proposal Groups Video