Recurring jobs

Applies to v1.7+ · ~5 min read · Import guides

Create work that should be added automatically on a repeating schedule.

Open recurring jobs

Go to Data Setup → Manage Data → Recurring Jobs. The list shows saved recurring jobs; filters let you narrow by cadence and status. To bring a batch in from a file, use Import Recurring Jobs at the top right.

Add a recurring job

Select New Recurring Job. The form is longer than the screen, so it is shown below in two parts — scroll to reach the second half.

Top of the form — Job details and Pickup:

Enter the job name and choose the job type.
Set the time-window anchor, window start and end, and service duration.
Enter the pickup and delivery locations.

Bottom of the form — Requirements and Frequency:

Add capacity and required skills when they apply.
Set the frequency: start date, optional end date, cadence, and the weekday choices shown for a weekly schedule.
Select Add Recurring Job.

Delete recurring jobs in bulk

Select the checkbox beside each recurring job you want to remove. Use the checkbox beside Recurring Jobs to select every visible record.
Select Delete in the bulk-action bar.
Review the confirmation before continuing. Select Clear instead if you want to remove the selection.

When recurring jobs appear

When you import a file or open Route Planner for a date, each matching recurring job appears as a single job instance for that date, ready to plan alongside your imported jobs.