Setting up and Scheduling a Recurring Job
Creating a Recurring Job in Loom
- Creating Customer, Site, and Contact:
- Create an organization for the customer.
- Link the site, location, and contact.
- 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.
- Adding Work Order Details:
- Specify if it's a fixed price job.
- Add tasks and materials for the job (e.g., fire extinguisher inspection).
- Creating an Asset Checklist:
- Develop an asset checklist (e.g., fire extinguisher monthly inspection).
- Associating the Checklist:
- Link the checklist to the recurring job.
- Ensure the association is correct.
- 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.
- Generating Scheduled Jobs:
- Use the "Generate Schedule Jobs" function to create jobs.
- Select items to be generated and initiate job creation.
- Scheduling the Job:
- Set a schedule for the generated job (e.g., later tonight).
- Receive notifications for scheduled tasks.
- Finalizing the Recurring Job:
- Ensure the job is linked to the original recurring job record.
- Schedule the task for completion.
- Summary:
- Create recurring jobs efficiently by linking tasks, asset checklists, and scheduling tasks all at once.
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Managing Leads and Contacts
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Training
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