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Setting up and Scheduling a Recurring Job

Creating a Recurring Job in Loom

1. Creating Customer, Site, and Contact:
   • Create an organization for the customer.
   • Link the site, location, and contact.
2. Setting Up a Recurring Job:
   • Select the contact and site.
   • Choose the frequency (e.g., monthly).
   • Set the due date for job generation.
   • Define the next job date and time.
3. Adding Work Order Details:
   • Specify if it's a fixed price job.
   • Add tasks and materials for the job (e.g., fire extinguisher inspection).
4. Creating an Asset Checklist:
   • Develop an asset checklist (e.g., fire extinguisher monthly inspection).
5. Associating the Checklist:
   • Link the checklist to the recurring job.
   • Ensure the association is correct.
6. Automating Job Creation:
   • Choose to create the job automatically on the due date.
   • Decide if the job is billable or part of a contract.
   • Set up automatic job generation and scheduling.
7. Generating Scheduled Jobs:
   • Use the "Generate Schedule Jobs" function to create jobs.
   • Select items to be generated and initiate job creation.
8. Scheduling the Job:
   • Set a schedule for the generated job (e.g., later tonight).
   • Receive notifications for scheduled tasks.
9. Finalizing the Recurring Job:
   • Ensure the job is linked to the original recurring job record.
   • Schedule the task for completion.
10. Summary:
    • Create recurring jobs efficiently by linking tasks, asset checklists, and scheduling tasks all at once.

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