Creating Recurring Work Orders
Recurring work orders help you save time by automatically generating new work orders on a schedule you define. This is perfect for tasks that happen regularly, like monthly maintenance, weekly inspections, or yearly services.
How to Create a Recurring Work Order
Step 1
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Hover over "Work Orders" on the left side menu and click "Create New Work Order".
2. Enable Recurrence
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Check the "Set as Recurring" option.
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This unlocks the recurrence settings below.
3. Configure the Recurrence Details
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Start Date (Required): The date the first work order will be created.
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Due After X Days: The due date for the work order after it's creation.
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Example: if the start date is on the 1st of the month, and it is due after 5 days, the work order due date will always be set to the 6th of the month.
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Recurrence Interval: The number value for how often it repeats (e.g., every 2 weeks).
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Recurrence Type: Choose if the recurrence is in Days, Weeks, Months, or Years.
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End Date (Optional): Choose a final date for the recurrence to stop.
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Number of Occurrences (Optional): Instead of an end date, you can stop the recurrence after a set number of times.
4. Save the Work Order
Once you save, the system will automatically recreate the work order on the schedule you’ve defined.
Example Use Cases
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A weekly landscaping check every 7 days.
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A quarterly equipment inspection every 3 months.
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A yearly report preparation task every 12 months.
Use recurring work orders to ensure important, repetitive tasks never slip through the cracks.
To Manage an existing recurrence, check out this article: How to Manage a Work Order Recurrence