Recurring Jobs

Topic

The Recurring Job feature on Tradify is a convenient tool that allows you to create jobs on an ongoing basis. Essentially, a recurring job serves as a template that can be used repeatedly, which is particularly useful if your business requires the creation of jobs on a regular or repeating basis.

Video Guide

Create a New Recurring Job

1. Head to the Jobs Dashboard.
2. Go to the Recurring Jobs tab.
3. Select New Recurring Job.
   
   

Note: After setting up your recurring job template, Tradify will automatically create jobs according to your specified preferences.

Once the Recurring Job template is set, changes to a jobs created from the template won't affect the template. Similarly, updates to the template won't apply to existing jobs previously created from the template, only to new ones created afterward.

Job Schedule Details

Job Type Options:

1. Create and Schedule Job: This option will generate the job and schedule any corresponding appointments into the Scheduler according to the set frequency.

   Note: future appointments for recurring jobs will show on the scheduler as placeholder appointments which cannot be updated or moved until the appointment has been created automatically by the system on your set precreation timeframe, e.g. the 'Create job [x] days before it is due' field.

2. Create and Assign Job: This option creates the job and assigns it to a staff member but does not schedule it.
3. Create Job Only: This option simply creates a job record.

Frequency Options:

1. Daily: This setting allows the job to be created on a daily basis, according to the number of days entered in the following "Every" field.
2. Weekly: This setting allows the job to be created on a weekly basis, according to the number of weeks entered in the following "Every" field.
3. Monthly - day of the month: This setting allows the job to be created on a monthly basis, based on the date in a month (i.e. 1st, 2nd, 3rd etc.). This is also impacted by the following "Every" field.

4. Monthly - day of the week: This setting allows the job to be created on a monthly basis, based on the day of the week (i.e. Mon, Tues, Wed, etc.). This is also impacted by the following "Every" field.

   Note: Monthly can also be set at a spacing of multiple months, i.e. every 12 months to create an annual recurring job, or every 24 months for bi-annual, etc.

   If the date you specify does not occur in a given month, the last day of the month is used instead. For example, February doesn't have 29th, 30th, 31st, so instead, it'll be set to the 28th.

Appointment Text Reminders: 

Appointment Text Reminders can be enabled to send to the customer and/or the site linked with the Recurring job. These reminders send using the same formatting and reminder schedule to standard appointments, see here for more on this: Appointment texts: settings and contents

You can also check our full article

https://help.tradifyhq.com/hc/en-us/articles/360016265773-Create-Recurring-Jobs