Add a Recurring Job to a Client Account

There are a number of ways you can add a Recurring Job in Service Autopilot. In this article, you will learn how to do this from a Client Account.

To add a Recurring Job, follow these steps:

  1. Navigate to a Client Account.
  2. Click Add a Job > Add a recurring job


  3. In the New Recurring Job overlay, select a Schedule to continue. 


  4. Select a Service. Modify Service fields as necessary. 


  5. Click Save
Note: If you need to backdate a visit on a recurring job because a client missed it, you can do so by creating the recurring job as you normally would. After saving your recurring job, create another one-time job for the missed visit. 




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