Set up a recurring job

A recurring job (service contract) spawns work orders automatically on a schedule — e.g. a quarterly furnace tune-up or a weekly lawn cut.

Create the contract

Like quotes and work orders, this is two steps: enter the details, then add the line items copied onto each visit.

1. 1
   In the left menu, click Recurring, then New contract.
2. 2
   Title (required)A name for the contract.
3. 3
   Customer (required)Choose the customer, and a service location if they have one.
4. 4
   First visit (date & time) (required)Each spawned work order is scheduled at this time of day.
5. 5
   RecurrenceSet how often it repeats — e.g. every 2 weeks, or monthly. A plain-English preview shows the pattern.
6. 6
   Optionally assign technicians (they're added to every spawned visit). Click Create contract.

Add the work

1. 1
   On the contract page, click + Add template line for the labour and materials that should appear on every visit.

Crewato then creates upcoming work orders automatically in a rolling window, so you never have to remember to book the next visit.