Copy a job, use templates and repeat jobs

Say who a job is for and which vehicles go, copy a job, keep it as a template, or have it made again every week or month.

These are on the web dashboard, for team owners and managers, on the job's page.

Who it's for, and the vehicles

  • For → Choose a customer: one of the business's customers (see Customers, suppliers and stock). The crew sees the name.
  • Vehicles → Choose vehicles: the business's vehicles from Staff & Fleet. A vehicle out of service, or on another job on the same days, shows a warning.

Copy, template, repeat (More)

  • Copy this job: a new job with the same work, place, customer, vehicles, price and map features, and nobody on it yet. Give new dates, or keep the job's length.
  • Save as a template: start new jobs from it later, in Jobs → Templates and repeating jobs → New job from it.
  • Repeat this job: a new job every so many days, weeks or months, made a week ahead (you can change that), until a date or for ever. Stop it there, or in Templates and repeating jobs. The jobs already made stay.

Still stuck? Contact us and say what you were trying to do.