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Who uses this: Roles with permission to create jobs. Availability: All regions.
Some work comes back on a schedule — weekly maintenance, monthly service, seasonal tune-ups — and rebuilding the same job by hand every time is the step that gets skipped. A recurring job is a job you create once and set to re-occur at an interval you choose, so the next visit is already on the calendar.

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Overview

A recurring job repeats on a regular basis at the interval you set. You link a customer, enter the job details, choose how often the job repeats, and set when the recurrence starts and whether it ever ends. FieldPulse then creates each occurrence and adds it to your schedule and your job listings. The Recurring tab under Jobs is where recurring jobs live. From that tab you can view, edit, and archive the recurring jobs you already have, as well as create new ones.

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Video walkthrough

Video walkthrough: creating a recurring job

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Before you begin

  • Have the customer ready to link. You can link an existing customer or create a new one while building the recurring job.
  • Know how often the job should repeat, when the first occurrence is, and whether the recurrence should ever end.
  • Decide which Status Workflow each occurrence should follow. Workflow Design Overview covers what a workflow needs.
  • If you use ClearPath, decide which Status Action Flow the job should follow. See Setting Up ClearPath Status Action Flows.

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On web

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Open the recurring job form

Open the Create Recurring Job form from either of two places. From the Recurring tab. Select Jobs in the left menu, select the Recurring tab, then select Create Recurring Job. The Recurring tab under Jobs with the Create Recurring Job button in the top-right corner above an empty recurring jobs list From a new job record. Select Jobs in the left menu, then select Create Job. At the top of the new job record, select Create recurring job instead of entering the job details as usual.
The Jobs list on the Open tab with the Create Job button in the top-right corner
The top of a new job record with Create recurring job highlighted alongside Import Template, Create recurring task, Create Task, and Create Template

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Enter the job details

  1. Link a customer. Select an existing customer or create a new one — the location and contact auto-populate from the customer you link.
  2. Enter a Recurring Job Title that describes the work to be performed.
  3. Select the Status Workflow you want each job to follow.
  4. Select the Status Action Flow (ClearPath) you want each job to follow.
The General section of the Create Recurring Job form, with Customer Name, Recurring Job Title, Subtitle, Status Workflow, and Status Action Flow fields and Type set to Recurring Job

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Set the frequency and end point

  1. Set the Frequency the job repeats on, such as weekly on a chosen day.
  2. Set the First Occurrence date and the Start Time.
  3. Choose how the recurrence ends. Turn on No End Date to have the job repeat with no end point, or set the Last Occurrence date and End Time.
The Recurring Time section with Frequency set to Weekly on Tuesday, the No End Date toggle turned off, and First Occurrence, Start Time, Last Occurrence, and End Time filled in

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Assign the team and save

  1. Select the Team Members to assign to the job. To change the assignment later, see Edit a recurring job.
  2. Add Tags and notes as needed.
  3. Select Save.
The Assignment section with the Team Members field, and the Tags section with the Add Tags field below it, on the Create Recurring Job form The recurring job is added to your schedule and listed under Jobs. A saved recurring job record for Lawn Care showing the linked customer, an Every week on Tuesday frequency, the date range it runs, and the assigned team member, with Info, Occurrences, Calendar, and Subtasks tabs Your setup is working when the recurring job shows on the schedule and under Jobs, and the next occurrence appears on its own at the frequency you set — assigned and tagged the way you built it.

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Edit a recurring job

When you save an edit to a recurring job, FieldPulse asks which jobs the changes apply to. Recurring tasks follow the same steps and options.
  1. Select Jobs, then the Recurring tab. Open the recurring job and select Edit.
  2. Make your changes and select Save.
  3. In the pop-up, choose which jobs the changes apply to, then select Apply Changes.
The Update Recurring Job pop-up asking which jobs the changes apply to, with Only Future Jobs selected above All Jobs (Past & Future) and Only past jobs, a note that a frequency change only reschedules future jobs, and the Apply Changes and Cancel buttons

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How frequency changes work

Changing the frequency only affects future jobs, whichever option you choose. FieldPulse reschedules every future job to the new frequency, so no duplicates remain, and never reschedules past or completed jobs.

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Archive a recurring job

Archiving a recurring job stops it from generating new jobs. You choose whether to keep or archive the jobs it already created. Recurring tasks work the same way.
  1. Open the recurring job.
  2. Select Actions, then select Archive recurring job.
  3. In the pop-up, choose what to archive.
  4. Select Archive. To close the pop-up without changes, select Cancel.
The Archive Recurring Job pop-up with Archive Future Jobs Only selected above Archive All Jobs (Past & Future), and the Archive and Cancel buttons Your archive is working when the recurring job no longer appears in the Recurring tab and no new jobs are generated.

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FAQs

How far ahead do recurring jobs with no end date appear on the calendar? FieldPulse generates the next 12 months of occurrences for a recurring job with No End Date. Occurrences further out are not created yet, so they do not appear on the schedule or in your job listings. What happens if a month doesn’t contain the occurrence a recurring job is scheduled for, such as a 5th Monday? The job skips that occurrence entirely. There is no fallback to the nearest or last available day, and the next run resumes on the following scheduled occurrence. How do I bill a recurring job automatically? Recurring billing is set up separately from the recurring job itself. See Setting Up Recurring Billing for how to attach it to a recurring job. How do I change just one job in a recurring series? Open that job from your schedule or the Jobs list and edit it there, the same way you would any other job. The change applies to that job only, and the rest of the series stays as it is. Editing the recurring job itself applies your change across the series instead. Why did my edit to a single job disappear? When you save an edit to a recurring job, FieldPulse applies the change to every job in the scope you chose and overwrites individual edits in that scope. Make one-time changes to a single job after you save the recurring job edit. Does changing the frequency reschedule jobs that already happened? No. A frequency change only reschedules future jobs. Past and completed jobs are never rescheduled. Will archiving a recurring job delete my past jobs? Not with the default option. Archive Future Jobs Only keeps past and completed jobs for your records. Archive All Jobs (Past & Future) archives every job the recurring job created.

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Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen.