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Recurring Jobs
Set frequent occurring Jobs, that are not related to your Bookings.
Eva avatar
Written by Eva. Updated over a week ago

What are Recurring Jobs?

Frequently occurring Jobs that happen every "X" period and are NOT related to any Booking.

These Jobs can be related to a Rental or not.

Examples:

  • Office cleanings

  • Administrative handlings, such as your Accounting checks

  • Deep cleanings, garden/swimming pool cleaning that need to be done when there are Bookings or not

  • Weekly linen/towel delivery by outsourced company

  • Monthly/Quarterly handlings/checks

Video explanation

How to set it up?

  1. Go to the Task Module > Recurring Jobs section

  2. Click on the "+" sign

  3. Set the title + description of the Job

    1. The description is optional

  4. Make sure it is active and give it a priority

  5. Choose for which Rentals you would like to schedule the Recurring Job

    1. if you do NOT select a Rental, it will be a Non-Rental related Job. It will be shown in the Task Calendar under the section: Not Rental related.

  1. Choose the time frame for which you'd like to create the Recurring Job.

    1. Example: swimming pool cleanings should be done during the summer period so you can choose start date: June 1st, end date: October 1st.

  2. Choose the frequency of the Job

    1. This can be daily, weekly or monthly > Moreover, you can choose to schedule it every "X" (1,2,3, etc) days/weeks/months.

    2. If monthly: it can be on a specific day OR week of the month

  3. Choose the Job Template to be applied. Learn more on Job Templates here.

  4. Choose WHO needs to do the Job

    1. Tip! Opt to assign it to a Team Member Role instead of 1 Team Member. Example: Office Cleanings that need to be done by any of the Cleaning Staff; it does not matter whom.

  5. Optional: Choose an Inspector for the Job

  6. Save by clicking on the small diskette on the lower right side of your screen

Done! You have set up your Recurring Job.

Now sit back and relax and let the team take care of it.

Notes:

  • When you delete the Recurring Job, only future, uncompleted Jobs will be deleted. All other Jobs will remain.

  • When you edit the Recurring Job, only future, uncompleted Jobs will be deleted. All other Jobs will remain.

  • Tip: for Recurring Jobs that do not need a detailed checklist (Job Template), you can create a short/blank Template and save it for these case.

  • In the Task Calendar view you can see the Non-Rental Related Jobs in the first row under the title: Not Rental Related.

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