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.
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
How to set it up?
Go to the Task Module > Recurring Jobs section
Click on the "+" sign
Set the title + description of the Job
The description is optional
Make sure it is active and give it a priority
Choose for which Rentals you would like to schedule the Recurring Job
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.
Choose the time frame for which you'd like to create the Recurring Job.
Choose the frequency of the Job
Choose the Job Template to be applied. Learn more on Job Templates here.
Choose WHO needs to do the Job
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.
Optional: Choose an Inspector for the Job
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.
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.