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Bulk Scheduling Recurring Jobs

🌟 How to Bulk Schedule Recurring Jobs

Managing recurring jobs doesn’t have to be a slow, one-by-one process. With bulk scheduling, you can quickly generate and assign multiple jobs at once — saving time and keeping your team organised. Let’s walk through how it works! 🚀

1. Access the Recurring Jobs Section 🔄

Start by navigating to the Recurring Jobs area.
This is your hub for viewing, generating, and managing all upcoming recurring work.

2. Select Jobs for Scheduling 📋

Choose the recurring jobs you want to generate for the upcoming month.
💡 Pro tip: Many users select jobs due in the next three months to plan ahead efficiently.

3. Remove Filters for a Full View 🔍

If you're not seeing all the jobs you expect, try clearing filters.
This allows you to view jobs across multiple sites and ensures nothing gets missed.

4. Generate the Jobs ⚙️

Click Generate Jobs to create the selected job instances.
This step prepares them for scheduling and allows you to set dates and times.

5. Schedule Jobs for Multiple Technicians 👨‍🔧👩‍🔧

You can assign jobs to multiple technicians at once, making it perfect for larger teams or busy seasons.
Efficiency win! 🙌

6. Choose How You Want to Schedule 🗓️

Decide whether you want to:

• Generate & schedule immediately, or
• Generate now and schedule later

Choose whichever fits your workflow.

7. Review Your Scheduled Jobs ✔️

Once generated, double-check the details:

• Correct technicians assigned?
• Right assets attached?
  A quick review helps avoid errors downstream. 👍

8. Check the Calendar 📅

Head to the scheduling calendar to confirm all jobs appear on the correct dates.
This gives you a high-level view of technician workload and upcoming commitments.

9. Enjoy the Benefits of Bulk Scheduling 🚀

Bulk scheduling saves you from handling every job individually.
It’s faster, cleaner, and keeps your scheduling process running smoothly — especially for recurring maintenance tasks.