With Servgrow's powerful scheduler, you can quickly and easily setup jobs that recur on any frequency. No need to manually recreate jobs each time - it really couldn't be simpler.
We have two ways to set up recurring jobs and they are based on how you would like to invoice your customers.
1. Jobs Page: Invoice and perform the job on the same day.
Example: Send an invoice on the 7th of each month and perform the job on the 7th of each month (Invoices and jobs will be on the same days).
*Note: Recurring jobs set up in the 'Jobs Page' section does not allow for automatic payments of invoices.
2. Service Plans: Invoice and perform the job on different days
Example: Send an invoice on the 1st of every month but perform the job on Tuesday of each week (Invoices and jobs will mostly all be on different days).
*Note: Recurring jobs that are set up in the 'Service Plans' section allow for automatic or manual payment of invoices.
*Note: Setting up a service plan for your customer also comes with the option of sending for signature approval prior to starting- whether you're with your customer or not.
Go here to learn how to set up a recurring job in the 'Service Plans' section.
That's it! Now get to setting up those recurring jobs!