Recurring service tasks

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Recurring service tasks

Create recurring field service tasks with Google Calendar-like functionality.

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  • Overview
  • Userguide

How to create a recurring service task:

  1. Click on Recurring Service tasks from the top panel on the ticket details page.

  2. 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.

  3. 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.

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For further clarification, feel free to contact our support team, people@saasly.in