We have created the ability to clone/duplicate the information from any job order, into a new recurring order template. This enhancement was aimed to make it easier to recreate the details of a job order into your recurring jobs. This saves time, clicks and potential copying/pasting, and also ensures that your recurring template is set up with the detailed consistency of the job that it was created from.

When choosing to duplicate a job into a recurring template, right away you will be prompted to set the recurring job’s frequency settings. Select the first job’s date, choose your schedule type (job frequency, ie. weekly, monthly), and then set either your lead time, an end date, or a certain number of jobs to create.

After clicking ‘Duplicate’ a new recurring template# will be generated using all of the information that was included on the original job. The customer’s info, line items, prices, notes, discounts, taxes, appointment details, job notes - it all copies into the recurring template for consistency. It also provides an improved process and flow to generating a recurring series from a past job. Even the appointment details get copied into the recurring template and the appointment’s date is pre-set to reflect the ‘first job date’ you selected in the settings.

NOTE: The only thing that doesn’t copy into the recurring template, is the appointment’s assigned resource and employees. Typically, these assignments may change regularly and many of our users prefer recurring appointments to show on the calendar as ‘unassigned’. Often such assignments are made in the future, when the job shows up on the calendar and scheduling details are later confirmed with the client. If you do want the resource and employees to be included on the sub-job’s appointments, simply edit the appointment and make the necessary assignments.

Last - Click the ‘Generate Jobs’ button and the jobs will be generated with all of the information at the frequency setting you have selected. In many cases, clicking generate jobs will be the only thing you need to do after duplicating the job details into your recurring template. Simple! We hope you like this new convenient option and that it saves you time by offering a simpler process in leveraging and creating recurring job opportunities.