V3 Add a job – Repeating – Recurring Schedules

To add a recurring Job through the V3 Job Wizard, use the following steps:

  1. Navigate to the Job Wizard. 
  2. Select an Account.
  3. Select "Repeats" as the Job Type.  

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  4. Select one or more Line Items. Be sure to fill in the correct quantity and rate on each line item. 
  5. Click Next to move on to the Scheduling and Assignment section. 
  6. Select which Repeating Schedule you will use for the Job. The dropdown list will show your list of Master Schedules and the option to create a Custom Schedule. If you create a Custom Schedule, it will only be applied to this Job and cannot be used on other Jobs.
  7. Select the Start Date for the Job.
  8. If you know who will work the Job, Assign it. Otherwise, Estimate the Team size.
  9. Click Next to move on to the Billing section. 
  10. Change the Invoice Descriptions and Billing Preferences, if needed.
  11. When you are finished making changes, click Finish.
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