Our repeating jobs feature is meant to automate the task of creating duplicate on-going jobs for scheduling purposes that are predetermined. That definition does not necessarily include invoicing. The reason will be more clear as I describe how the repeating job feature works.
Your repeating job will assume that the following will remain the same each time:
- Time of event
- Assigned Tech
The first job in a series of repeating jobs is considered the beginning of the series or template. It is the job that is used to create the subsequent jobs in the series. We recommend that before you set that series you complete the first job, then validate that each of the four items mentioned above are as you intend them to be for the next job and beyond.
If you do need to update the beginning series then a pop-up window will appear explaining that this will update all jobs in the series.
The subsequent jobs do provide an option to just update that particular job or all future jobs.
NOTE: Updating all the following jobs creates a new beginning series
Now that you understand how to create the repeating series let's examine the repeating functionality. Our repeating function works very well at repeating at fixed intervals for scheduling purposes. The intervals are:
Each interval allows you to decide the frequency (1 - 30).
Weekly scheduling vs monthly Invoicing
Weekly repeat scheduling of a job is very common. Regular invoicing is typically a standard fixed time - first of the month or end of the month. The problem is that not all months are equal. Repeating a job weekly will not always fall nicely at either the beginning of the month or the end of the month. Also, repeating weekly jobs are not always equal in number from month to month. Some months have 4 weeks and some months have 5 weeks and depending how the weeks start or end in a month you may end up with only 3 full weeks in a month. This makes it very difficult to manage invoicing.
In this case consider creating a separate line of jobs strictly for invoicing.
For this scenario I have created a 'service' or job title that states exactly what the series is for - "Monthly Invoice". I then create the job, create the start date for the date that I will want to send out my first invoice, assign task to my A/R person, and put in the fixed charge(s).
Lastly, from that starting date (beginning series) I then click "Repeat this job" from the schedule line and schedule this job to repeat monthly.