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Recurring Jobs

Recurring Jobs schedule service requests to be created automatically at defined intervals — weekly, monthly, quarterly or annually. They are used for planned preventative maintenance and other regular tasks that need to happen consistently across your managed OMCs.

Each recurring job is based on a request template and assigned to a supplier. The system tracks when each job last ran, when the next occurrence is due, and the status of the most recently created request. If a job falls overdue, it is highlighted so nothing gets missed.

Screenshot
Column Type Description
Owner Management Company picklist The OMC this recurring job is configured for.
Template picklist The request template this recurring job is based on.
Supplier link The supplier assigned to handle this recurring job.
link The number of open requests currently assigned to this supplier.
+ icon Indicates whether a new request should be created for a different supplier.
frequencyIndicator icon A visual indicator of how frequently this job recurs.
Frequency text The name of the recurrence frequency.
Prev Year number The number of times per year this job is scheduled to run.
Next Occurence date The date the next occurrence of this job is due.
plannedDateIndicator icon A visual indicator of whether the next planned date is on time, due, or overdue.
Edit icon Edit the details of this recurring job.
Last Request link The reference number of the most recently created request for this job.
Last Status picklist The status of the most recently created request for this job.
Create Next Request icon Additional status indicator for the last request.
Last Planned date The planned completion date of the most recently created request.
lastPlannedDateIndicator icon A visual indicator of whether the last request's planned date was met.
Last Owner picklist The team member who owns the most recently created request.
Occurences link The total number of times this job has run to date.
Property Manager picklist The property manager for the OMC this job belongs to.
Admin picklist The administrator for the OMC this job belongs to.
Finance picklist The finance team member for the OMC this job belongs to.
Delete icon Remove this recurring job.
Notes longText Notes about this recurring job.
Screenshot
Field Type Description
Owner Management Company picklist The OMC this recurring job is configured for.
Template picklist The request template this recurring job is based on.
Supplier link The supplier assigned to handle this recurring job.
frequencyIndicator icon A visual indicator of how frequently this job recurs.
Frequency picklist The recurrence frequency — e.g. Weekly, Monthly, Quarterly, Annual.
Prev Year number The number of times per year this job is scheduled to run.
Next Occurence date The date the next occurrence of this job is due.
plannedDateIndicator icon A visual indicator of whether the next planned date is on time, due, or overdue.
lastPlannedDateIndicator icon A visual indicator of whether the last request's planned date was met.
Notes longText Notes about this recurring job.
No scenarios available.