How To Generate Recurring Jobs Using Site

Step-by-step instructions

1. 
   Step 1

   This video demonstrates how to generate recurring jobs using site. jobs using site. First, go to Jobs and click Recurring Job.

2. 
   Step 2

   Set the recurring schedule. For this example, repeat the job every three months. Set the due date

3. 
   Step 3

   to the last day of the month. Ensure that the customer, site and billing type are the same for all recurring

4. 
   Step 4

   jobs. Enter the job summary, then click Save.

5. 
   Step 5

   Next, go back to Jobs and select Generate Recurring Jobs. Filter by customer,

6. 
   Step 6

   then select the Recurring Job you want to generate. Click Generate Jobs. Ensure that the site

7. 
   Step 7

   is selected in the Group By field, then click Generate Only. The generated Job ID will appear above.

8. 
   Step 8

   This video demonstrates how to generate recurring jobs using site. First, go to Jobs and click Recurring Job.

9. 
   Step 9

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

10. 
    Step 10

    to the last day of the month. Ensure that the customer, site, and billing type are the same for all recurring jobs.

11. 
    Step 11

    Enter the job summary, then click Save.

12. 
    Step 12

    Next, go back to Jobs and select Generate Recurring Jobs. Filter by customer,

13. 
    Step 13

    then select the Recurring Job you want to generate. Click Generate Jobs. Ensure that the site

14. 
    Step 14

    is selected in the 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.