Recurring Work Orders

Introduction

Recurring work orders allow you to make future scheduled appointments for work.

Setup Franchise

Setup Franchise -> User Defined Values -> Work Order tab

There are two new fields added:

• Recurring
  • Toggles all recurring functionality within SmartWare.  This includes:
    • Customer -> Jobs widget and Appliance Wellness Plan widget
    • Dispatch -> Recurring tab
• Number of Days
  • Used to determine how many days in the future to show recurring work orders on the grids mentioned above.

Customer

Jobs widget

If the 'Recurring' option is enabled in Setup Franchise -> User Defined Values -> Work Order tab, then a new function is available, 'Edit Recurrence'

If the 'Recurrence' button is clicked, you get this screen:

1. Enable Recurrence
   1. If checked, you see the list of tasks and recurrence pattern.
   2. If unchecked, both the list of of tasks and recurrent pattern are hidden.
2. List of Tasks
   1. List out all the tasks from the work order.
   2. Check the tasks you include on the work orders that will be created.
3. Recurrence pattern
   
   1. Daily
      1. 
   2. Weekly
      1. 
   3. Monthly
      1. 
   4. Yearly
      1. 
4. Select the Occurrence Pattern you want to use.  Once you click Save, all the future work orders will be created.
5. NOTE: If you remove or change the recurrence pattern, all future jobs (from today on) will be Cancelled and a Cancel Reason of 'Recurrence Pattern Changed'.