Create a recurring job
Set up jobs that repeat according to your schedule. Associate with either an existing Customer invoice or create a new one entirely
1. Click on Jobs
2. Click on Create job
3. Select Recurring job…
4. Click on Create job
5. Select an existing Customer, or create new...
6. Enter a name for the job
7. Enter the job details
8. Add any job tags
9. Attach any services to the job
10. Specify a schedule for the job
11. Recurrences can be as complex as required
12. Assign workers for the job
13. Specify an invoice schedule…
14. Assign any materials needed for the job
15. Click on Save job