Changelog

Set up repeat work from the job you're already viewing. The new Recurring card brings the schedule into job details, so you can create a recurring job, see what's coming next, or adjust the frequency in one place.

What's new

🔁 Make an existing job recurring. Click Make Recurring, choose a date and frequency, and save. Forz carries over the customer, service address, assignee, job description, and products and services into the recurring template.

📋 See the schedule on the job. The Recurring card shows the linked recurring job, its Active or Inactive status, the Next Date, and the Frequency. Open the template directly from its number.

✏️ Edit the schedule in place. Use Edit Schedule to change the next date or frequency. Saving takes you back to the same job with the updated details.

🔗 Follow the connection both ways. The recurring template's Created from link takes you back to the original job. Jobs generated from the schedule also link to their recurring template.

Monthly schedules keep their intended day through shorter months. A January 31 job repeats on February 28, March 31, and April 30.

Why it matters

• Less setup for repeat visits. Turn an existing maintenance or inspection job into a recurring schedule without re-entering its details.

• Fewer trips between screens. Check the next visit or adjust the schedule while you're working on the job.

• A clear link to the original work. Move between the source job, recurring template, and generated jobs without searching.

Getting started

1. Open an existing Job.

2. Find the Recurring card in the details column and click Make Recurring.

3. Review Next Date and choose Weekly, Biweekly, Monthly, Every 3 Months, Every 6 Months, or Yearly.

4. Click Save to open the recurring template. Use Recurring Schedule to review upcoming dates, or Created from to return to the original job.

Already linked to a recurring template? Open Edit Schedule from the job's Recurring card to make a change.

Your role's recurring-job permissions control which viewing, creation, and editing actions are available.

Users has moved out of Settings and into the main sidebar as Team, a module of its own.

What's new

🧭 Team lives in the main sidebar
Settings → Users is gone; everything you used there is now under Team.

Getting started

1. Open Team in the main sidebar. It's already there for every administrator.

2. (Optional) Drag it up or down, or hide it, from Customize Sidebar like any other item.

The Event Details card used to sit at the bottom of the job sidebar, so checking when a job was scheduled meant scrolling past everything else. Now it lives in the job header: the date is always visible, and the full detail is one click away..

What's new

1. To schedule an event, click the "Schedule" button in the job header.

2. Once scheduled, the button displays the event date and time. Click it to see the full event details in a popover.

3. When an event is overdue and the job isn't completed, the button shows a yellow icon to flag it.