Overview

A feature that allows General workshop jobs to be scheduled on a recurring bases, reducing the need for manual duplication of routine tasks.

Key Benefits

• Easily schedule jobs that repeat daily, weekly, or monthly
• Save time by generating an entire series of jobs from a single starting point
• Fully customise the recurrence pattern, including frequency, weekdays, or monthly alignment
• Add or remove individual recurrence dates as needed

How It Works

• Recurring jobs can only be created for jobs that include General tasks
• From the job screen, open the Triple Dot Menu and select Recur
• The recurrence pattern is defined on the Recur tab

Recurrence Setup Options

1. Set the Recurrence End Date - define how far into the future the job should recur
2. Choose a Recurrence Pattern
   1. Daily (e.g. every day, every 2 days)
   2. Weekly (e.g. every week on Monday and Thursday)
   3. Monthly
      1. Same date each month (e.g. the 10th)
      2. Same day each month (e.g. second Monday of the month)
3. Click Generate Dates to preview the recurrence
4. Remove individual dates from the series as needed
5. Add specific dates with the + Add Explicit Date button

Once submitted, a separate job will be created for each date in the list.

This new workflow is ideal for jobs like ‘Check All Fleet’, ‘Inspect Depot Safety Equipment’, or ‘Clean Fuel Bay Area’, where the task is routine but needs scheduling and visibility.

Viewing recurrences

On any job that is part of a recurring series, the Recur section in the right panel shows:

• Original Job — the first job in the series, with a link and its scheduled date
• Recurrences — all generated jobs in date order, each with a link to its job record

Jobs that have been scheduled but not yet generated will appear as Not yet generated in the list.

If the job you're currently viewing is part of the series, it is marked with (this job) next to its link.

Deleting a job

A job can only be deleted if:

• All tasks are in Scheduled status
• No task has been marked as unfit for service
• No tasks are of Service category

❕Note: Deleting a job only removes that individual occurrence. Other jobs in the recurring series are not affected.

Selecting the Recur action from the Triple Dot Menu

This example shows a job with a task to Check All Fleet being recurred every weekday for the month of September

Using the +Add Explicit Date action to manually add dates