Understanding Manual Job Repetitions

Overview

Manual Job Repetitions allow you to quickly create another Job from an existing Job without creating a new Quote.

Unlike Automatic Job Repetitions, Manual Job Repetitions are created only when required.

They are ideal for work that is carried out on an as required basis or for ongoing projects that are invoiced in stages, such as weekly or monthly.

When Should I Use a Manual Job Repetition?

Manual Job Repetitions are commonly used when the original Quote has already been approved, but another Job needs to be performed.

Typical examples include:

• Ongoing labour hire invoiced weekly.
• Long-term projects invoiced monthly.
• Call-out work.
• Repeat maintenance requested by email or phone.
• Additional visits under an existing agreement.

Rather than creating a new Quote, you can simply create another Job from the original one.

Creating a Manual Job Repetition

To create another Job:

1. Open the existing Job.
2. Select New Job Repetition.
3. Review the copied Job information.
4. Save the new Job.

A new Job is created using the existing Job as the template, ready to be scheduled and completed.

Ongoing Projects

Manual Job Repetitions are particularly useful for projects that continue over several invoice periods.

For example:

• Week 1 – Complete work and invoice.
• Week 2 – Create a Manual Job Repetition.
• Complete the next stage.
• Invoice again.
• Repeat as required until the project is finished.

Each invoice period has its own:

• Job
• Worksheets
• Daily Labour Summaries
• Timesheets
• Invoice

This keeps labour records organised and reduces the chance of technicians recording time against a Job that has already been invoiced.

Call-Out Work

Manual Job Repetitions are also ideal for customers who engage your services on an as required basis.

For example:

• A customer requests two technicians for one day.
• The Job is completed and invoiced.
• One month later, the customer requests exactly the same service again.

Rather than creating another Quote, simply create a Manual Job Repetition from the previous Job, provided the original Quote or agreement still applies.

In many cases, an email confirmation or purchase order is all that is required before scheduling the new Job.

Manual vs Automatic Job Repetitions

Best Practice

• Use Manual Job Repetitions whenever the original Quote still applies.
• Create a separate Job for each invoice cycle on long-running projects.
• Use Manual Job Repetitions for repeat call-outs where pricing has already been agreed.
• Use Automatic Job Repetitions for work that occurs on a fixed schedule.
• Avoid recording new labour against Jobs that have already been invoiced.

Related Articles

• Understanding Automatic Job Repetitions
• Creating a Job
• Scheduling a Job
• Progress Invoicing
• Job Variations