<      Repeat Services < How Do I Run Repeat Services from the Schedule?

If a client requires a service (such as a dog walk) on a regular repeating basis (ex: every Monday through Friday), then this requirement is recorded on the repeat service screen on the client record. Repeat Services are created for clients who have regular repeating service requirements that are predictable. It is not necessary to create repeat services for clients who book occasionally (for example, vacation clients).

 

You can read more about setting up Repeat Services in the client record, including: 


To make the scheduling of repeat services more automated, repeat services can be "run" simultaneously (for all or some clients) for date ranges that represent your billing cycle. Running repeat services for multiple clients at the same time not only creates the schedule very quickly, but also creates the service orders for the required billing period for all repeat service clients. The service orders ultimately become the invoices.

 

Running repeat services for clients who are invoiced on different billing cycles:

 

Monthly Billing Cycle

For clients who have regular recurring service requirements and who are billed monthly, you should use a monthly date range when running repeat services. 

 

Bi-weekly Billing Cycle

For clients who have regular recurring service requirements and who are billed bi-weekly (or every two weeks), you should use a bi-weekly date range when running repeat services.

 

Weekly Billing Cycle

For clients who have regular recurring service requirements and who are billed weekly, you should use a weekly date range when running repeat services.

When should I NOT create a repeat service?

You should NOT create a repeat service record for any client who does not regularly order the same services week in week out. For example, if you have a client who needs service every month, but you do not know what days they will require until the client contacts you to order them, then you DO NOT need to create a repeating service for this client. BUT, if you have a client who always orders a Monday but sometimes adds a Wednesday and a Friday, then typically you should create a repeating service for this client for the Monday only. You can add the Wed and Fri to the service order as soon as the client requests those days.

ON DESKTOP:

Navigate to Scheduler > Schedule > Repeat Services
STEP 1

How do I run Repeat Services from the Schedule?

 

  • Enter the date range for which you want to run repeat services.

  • ​Choose a payment type if required.

  • Click "Run Report".

schedv6-run-repeat1.jpg

STEP 2

  • Ensure that the Status of all repeat service orders is "Ready".

    • Note: If the status says "Already Run" then the services have already been scheduled.​

  • Select all repeat services by checking the top checkbox in the far right column

  • Enter a service order Label (optional), eg. March services.

  • Click "Run Services".

This process will schedule the repeat services for all selected clients, and it will create service orders for all of these clients. These orders will be ready for invoicing as and when required.

schedv6-run-repeat2.jpg

The “Already Run” status indicates that these repeat services have now been run.

 

This status acts as a warning NOT to run these repeat services again for this date range, potentially creating duplicate schedule entries.

schedv6-run-repeat3.jpg

As a result of running repeat services, the Schedule for the month has now been created.

schedv6-run-repeat4.jpg

As a result of running repeat services, the service orders have been created and are ready for invoicing as required.

schedv6-run-repeat5.jpg

        ON MOBILE

 

STEP 1

  • Navigate to Scheduler > Schedule > Service Requests

schedv6-mob-run-repeats1.jpg

STEP 2

  • Enter the date range for which you want to view the repeat services report.

  • ​Choose a payment type if required.

  • Tap "Run Report".

schedv6-mob-run-repeats2.jpg

STEP 3

  • Ensure that the Status of all repeat service orders is "Ready".

    • Note: If the status says "Already Run" then the services have already been scheduled.​

  • Select all repeat services by checking the top checkbox in the far right column

schedv6-mob-run-repeats3.jpg

STEP 4

  • Enter a service order Label (optional), eg. March services.

  • Tap "Run Services".

This process will schedule the repeat services for all selected clients, and it will create service orders for all of these clients. These orders will be ready for invoicing as and when required.

schedv6-mob-run-repeats4.jpg

The “Already Run” status indicates that these repeat services have now been run.

 

This status acts as a warning NOT to run these repeat services again for this date range, potentially creating duplicate schedule entries.

schedv6-mob-run-repeats5.jpg

As a result of running repeat services, the Schedule for the month has now been created.

schedv6-mob-run-repeats6.jpg

As a result of running repeat services, the service orders have been created and are ready for invoicing as required.

schedv6-mob-run-repeats7.jpg

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