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Create recurring visits
Create recurring visits

Recurring visits allow you to automate a number of actions to eliminate steps in your daily planning

Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over a week ago

Here are the steps to create a list of visits to the same location at once, so that they appear in your jobs space and calendar to speed up your planning.

This feature is recommended if any of the situations apply to your operations:

  • Maintenance contracts/interventions with regular visits (i.e. weekly, monthly, etc.)

  • Interventions that require one or multiple follow-up visits after the initial visit

  • Projects that are spread over several days

  • Information in your work order that must be repeated visit after visit.

Step 1: Validate the information from the initial visit/work order

Access the visit you want to repeat and, before generating the recurrence, make sure the visit is completed with:

  1. A "Daily Date" with a specific time must be selected before creating your recurrence ("Within the week" or "AM", "PM" in your choices will create problems with the recurrence).

  2. Updated public comments (if you need them for your next visit)

  3. Attached invoice (if you want to link each invoice to your next visits)

  4. Updated zone, station and task info (if required for your next visit)

Step 2: Set the frequency for creating visits

In the schedule section of the visit, under the "Scheduled Date" box, click on "Repeat Visit" to open the recurrence window'. The information to be filled in the "Repeat visit" window is as follows:

  1. Repeat every: The number of repetitions associated with this visit and the frequency of repetition i.e. days, weeks, months or years

  2. Every: The day of the week and/or the week of the month for this recurrence

  3. Date of the first visit: The date you want your next visit to take place

  4. Ends on:

    1. "After": to stop after a specific number of visits (i.e. after 12 monthly visits for a yearly renewable contract, after 3 follow-up treatments, etc.)

    2. "On": on the specific date of the last visit (i.e. on the approximate date of an annual contract renewal, etc.)

    3. "Never": in the rare cases where a contract has no end date

NOTE:

  • Dates that match your selections will appear in the grid in gray for your validation.

  • The visits will appear in the job space linked to the original visit

  • Visits will appear in your calendar with the icon

Step 3: Automate the desired options

  1. Generate visits automatically: enter the number of days, in advance of the visit, to access the details of the work order in the calendar without any intervention from you

TIP: If it is important to copy information from one visit to another, we recommend that you adjust the number as follows, to avoid losing information from one visit to another:

  • If your recurrence is weekly, automatic generation at 2 days

  • If your recurrence is monthly, automatic generation between 10 or 15 days

2.Duplicate the components of the original visit: check the elements of the last visit (zones, tasks, stations and chemical products, associated invoice) that you want to copy on the next visit without any intervention from you

3. Click on "Save".

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