How to create a recurring workorder

Only available on Professional & Enterprise

This is useful if you have a requirement to lay in workorders in advance e.g annual boiler check. They will appear on your agenda but once created on the future day your contractor will be notified in line with the automated events.

  • Create the workorder
  • Set up if its to be repeated
  • Tick to repeat invite to contractor

Go to Workorders>Add Workorder>Tick(This is recurring workorder)>Select Frequency(Repeats drop down)>Save

*Ensure if your using the same contractor each time please tick box below

 

 

View the scheduled workorder

 

view details of the workorder

 

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below