Setting up repeat servicing jobs
Create a job once and let Emberly raise the next visit each time one is completed.
- STEP 01Open or create the job and set its scheduled date.
- STEP 02Choose how often it repeats: weekly, monthly, quarterly, every 6 months or yearly.
- STEP 03Optionally set an end date for the contract.
- STEP 04Book the engineer(s) onto the visit as normal.
- STEP 05When the visit is marked Completed, Emberly creates the next job on its due date with the same engineers booked.
Each visit is its own job
Every visit has its own job number, certificates and activity, so you can complete and invoice them separately.
Related guides
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