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8. The first section is setting when you want this job to start recurring from. In this example, we’ll have the job start on 01/01/2019.
9. FREQUENCY: Next you will want to decide how frequently this job will be created. This will be done in the Frequency section. In the frequency section you can see that there are different options to choose from.
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You can also set the Job description with text to dynamically change – for example “Security monitoring for October 2018”. There’s also a setting under Administration → Settings that will trigger Ascora to automatically email off the invoice when it is generated from the template.
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11. REPEAT: Next you will want to set for how long you would like this Recurring job to run for. There are 3 options in this field too.
a. Until allows you to choose a specific date that this Recurring Job will finish. It will not create any further jobs after that date. This is good if you have a contract or agreement with an expiry of a specific date or month.
b. Times allows you to choose how many times the job is created in total before the job stops recurring. This is good if you have a set number of jobs that you have agreed upon with your customer. So, if they have only agreed to have you do the job 12 times, you are able to specify that.
(This will not include Cancelled jobs. To elaborate, if you agree upon 12 jobs with your customer, and on the 7th recurrence of that job they have to cancel, and you cancel it in Ascora, that 7th job will not be counted as part of the 12 overall jobs. What was meant to be the 8th recurrence is now counted as the 7th, and the sequence will carry on from there)
c. Until Stopped is simply that the job will recur indefinitely until you manually come back to the job template and stop the recurring. You can just hit the Stop Recurring button to do that.
But if that customer comes back and wants that job to be continued at a later date, you are able to come back into that Job Template and Start Recurring button and it will start of from where you left off with the same settings; saving you from recreating the Job Template if they wanted your services again after having stopped them.
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[This setting often goes hand-in-hand with “Recurring Jobs / Maintenance Jobs Creation.” Information on this setting can be found in the Hints & Tips section of this manual.]
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14. Once you have filled all those fields in, and click Save, you will find that new tabs will appear above the Details. These are the same tabs you would see on a normal job. This is the point where you would treat this template like a regular job. (You will notice there are no bookings created yet in the Jobs tab. No need to worry, they will be discussed in the next step) Any Supplies, Labour or Callouts, Equipment that you need on all the jobs of this template, add them here, and they will be included in each job that is created from this template. Click Save.
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15. Once you have completed all the steps up to this point, and you have the template exactly how you would like each job to be and all the information is correct, you will now be able to create the bookings and start the Job Template to create the recurring jobs. To do this, you will click Start Recurring in the top right-hand corner of the template.
When you have clicked Start Recurring, a new set of buttons will appear in that same place on the template.
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Now that these new buttons have appeared, in order to activate the template to start running based on the settings you’ve included, you will now need to click Run Recurring. A pop up will appear confirming this action. To which you would just click Yes, Run This Job Template to confirm.
There will then be a pop up to advise you that the change has been accepted by Ascora, you will just need to click OK.
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You have now finished creating a Recurring Job.
Hints/Tips:
Recurring Jobs / Maintenance Jobs Creation
There is an additional setting that you are able to choose. This can be found in the Defaults section in the Administration menu. At the bottom of the left-hand column of the page you can choose a custom setting for recurring jobs
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You can have it be created the day before it’s due, so that you will be able to see it in your scheduler and book it in from there. Or even 7 days before, so you have more time to create a booking for it. It’s up to you. This is just to help with it not clogging your Scheduler with jobs that you don’t need to see far in advance.
Delete Jobs vs. Cancel Jobs
When looking at the job list in a recurring job template, you will notice in the top right-hand corner of the
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