How To Generate Recurring Jobs Using Service Group

Step-by-step instructions

1. 
   Step 1

   This video demonstrates how to generate recurring jobs using a service group. First, go to Jobs and click Add Recurring Job.

2. 
   Step 2

   Set the recurring schedule. For this example, set the job to repeat every 3 months with the due date

3. 
   Step 3

   set to the last day of the month. Ensure that the service group, customer, site, and billing type are

4. 
   Step 4

   the same for all recurring jobs. Enter the job summary, then click Save.

5. 
   Step 5

   Go back to Jobs and select Generate Recurring Jobs. Filter by customer.

6. 
   Step 6

   Select the recurring jobs you want to generate. Click Generate Jobs. Ensure that the service group is selected in the

7. 
   Step 7

   group by field, then click Generate Only. The generated job ID will appear above the filter section and all related recurring jobs will be grouped under the same job ID.