How to Use Recurring Jobs
The Recurring Jobs feature enables users to create and manage repeating work orders for individual assets within Repair-CRM. Whether it’s monthly equipment maintenance, quarterly inspections, or annual certifications, this tool automates the scheduling process, saving time and reducing manual work.
With just a few clicks, you can:
Set up jobs to repeat daily, weekly, monthly, or on a custom schedule.
Link recurring jobs to specific assets to track maintenance history effectively.
Ensure proactive service delivery, minimizing downtime for your clients.
Recurring Jobs can be created for each Asset.
Key Features and Benefits
1. Flexible Scheduling
The Recurring Jobs feature offers versatile scheduling options. Whether a job needs to recur every Monday or every six months, you have complete control over the frequency. This flexibility ensures that your service team can meet unique client needs and comply with industry standards.
2. Asset-Specific Job Management
Each recurring job is tied to a specific asset in your database. This connection ensures that all maintenance and service records are centralized and easy to access. Need to check when a piece of equipment was last serviced? It’s all right there in the asset’s history.
3. Automated Job Request Creation
Once a recurring job is set up, Repair-CRM automatically generates the corresponding job request. Your dispatcher receives clear instructions, and your clients benefit from seamless, consistent service without the risk of oversight.
You need to go into Job Requests to see new requests marked the blue "Recurring Task" indicator.
4. Improved Customer Satisfaction
By proactively maintaining assets on a consistent schedule, you can prevent unexpected breakdowns and ensure optimal performance. This proactive approach not only builds trust with your clients but also helps you stand out from competitors.
5. Time and Cost Savings
Automation reduces the administrative workload of scheduling and tracking recurring tasks manually. This allows your team to focus on what they do best—providing excellent service to your customers.
How It Works
Setting up a recurring job in Repair-CRM is simple:
Navigate to the Asset: Open the asset record for which you want to schedule recurring jobs.
Create a New Recurring Job: Select the “Recurring Jobs” tab and click “Add New Task”.
Add a Name for the task (Filter renewal), a description.
You can also dedicate a Technician to be the foreman for the job.
Set the Schedule: Define the frequency and start/end dates for the recurring job.
Assign a Technician: Choose the team member responsible for the job.
Save and Automate: Once saved, the system will automatically create work orders according to the schedule.
Who Can Benefit from This Feature?
The Recurring Jobs function is perfect for businesses across various industries, including:
HVAC Companies: Schedule routine inspections and maintenance for heating and cooling systems.
Property Management Firms: Automate regular building maintenance tasks.
Equipment Rental Services: Ensure timely servicing of rented machinery.
Contractors: Manage recurring tasks for construction equipment or client properties.
Real-World Example
Imagine you run an HVAC service company. One of your clients requires quarterly maintenance on their commercial air conditioning units. Instead of manually creating new work orders every three months, you can set up a recurring job in Repair-CRM. The system automatically schedules the task, assigns it to a technician, and logs the completed work in the asset’s history. Your client gets peace of mind knowing their equipment is always in top condition, and your team saves hours of administrative effort.
Conclusion
The Recurring Jobs feature is another step forward in making Repair-CRM the ultimate tool for field service management. By automating repetitive tasks and streamlining asset management, we’re helping businesses like yours save time, reduce errors, and deliver exceptional service.
Ready to see how Recurring Jobs can transform your operations? Log in to Repair-CRM today and give it a try!