Creation Date: Jan. 7, 2025, 9:48 p.m.
Created By: Raymond McConville
View most recent version on MagicHow
Introduction to Setting Up Recurring Jobs in Formitize
Managing recurring tasks is a critical aspect of keeping your business operations efficient and predictable. With Formitizeโs Scheduler feature, you can easily set up recurring jobs to ensure tasks are automatically scheduled according to your requirements. This guide will walk you through the steps to configure recurring schedules, helping you save time and enhance visibility into future tasks.
Go to Scheduler | Formitize
Click on Recurring
Click Interval Type
Choose the interval period on which you want the jobs to recur. Options may include: Daily, Weekly, Monthly, Yearly. This setting ensures jobs are automatically scheduled based on your selected timeframe.
Click on End Type
Choose whether you want the recurring job to: End after a specific number of occurrences or End on a set date. This allows you to define the duration of the recurring job schedule according to your requirements.
Select The Next Job Creation
BySelect the number of days in advance you would like the next occurrence to be scheduled. This option ensures that future occurrences are planned ahead of time, providing better visibility and preparation.
Click on Dispatch
To start the schedule remember to click dispatch
Setting up recurring jobs in Formitize is a straightforward process that simplifies your scheduling and helps maintain seamless operations. By automating these schedules, you can focus on other essential areas of your business while ensuring tasks are handled on time.
For businesses looking for expert assistance in leveraging Formitize or other job management software, Tradie Tech Solutions is here to help. From setup to support, we provide tailored solutions to meet your unique needs. Schedule a consultation today and let us help you optimize your workflow for long-term success.
