Create recurring Work order

Do you have assignment that is to be done often and regularly? Then it may be easier to create a Recurring Work Order.

Here’s how:

Option 1:

Start from an existing or create a new work order, click Set to Recurring at the bottom of the page.

Fill in the time interval and (optional) day of the week.

Once you have executed the work order, signed and selected Ready for invoicing the next Work order will be created automatically.

Option 2:

Go to Function > Recurring Work Orders.

  1. Click the +sign to create a new recurring work order. The form is the same as for work order but supplemented with time intervals field.
  2. Save.
  3. Click Generate Work Order at the bottom of the page. The first work order is now created based on your recurring work order settings.
Image: Here you see the options for the time intervals in a recurring work order.

Info to administrators

Add the permission Set to recurring to users under Permission settings – Work order