Back

Recurring service tasks
Create recurring field service tasks with Google Calendar-like functionality.
Verified App
- Overview
- Userguide
How to create a recurring service task:
-
Click on Recurring Service tasks from the top panel on the ticket details page.
-
Click on ‘Create a recurring service task’. This opens up the service task form where the necessary fields can be filled either by a support agent or a field technician. The fields include contact details, service details, appointment info as well as recurrence parameters. Some of the default fields such as contact details, description are auto populated.
-
Once the necessary fields are filled, click ‘Create’ to complete adding a service task.
What parameters can you set for recurring tasks?
-
For recurring service task, you can set the below parameters:
-
Start Date - Specify the start date of the first service task
-
Appointment frequency - Default options: Select from default options provided
-
Weekly. For example, Every Monday
-
Every two weeks. For example, Fortnightly Monday
-
Every month. For example, The 10th day of the month
-
Custom frequency: You can set custom repeat frequency as shown below
-
Daily - specify a gap of days. For example, every alternate day
-
Weekly- specify a gap of weeks or day of the week. For example,, Every 3 weeks on Friday and Monday
-
Monthly- specify gap of months or day-week selection. For example, Every month on the 25th (or) Every month on the third Wednesday
-
Yearly- specify gap of years. For example, Every year
-
End criteria - Specify the end criteria for the recurring service task.
-
Date based - Specify end date or duration. For example, until Dec 31, 2020 or next 3 months, next 6 months, etc.
-
The number of service tasks - Specify the count of service tasks to be performed. Never - the recurring service tasks will be repeated indefinitely.
-
Start and End times - Enter the appointment start time and end time for the service task.
-
Field technician - Assign the same or different field technician to all future service tasks.
-
Creation mode - Instant - Create all future recurring service tasks at one go.
-
Future - Create future recurring service tasks per the specified time duration. For example, 6 hours before the service task.