Recurring Jobs

Schedule jobs to generate automatically on a repeating basis for ongoing service agreements and preventive maintenance.

Overview

A recurring job defines a schedule that tells Forz to create new jobs automatically at set intervals. Each time the schedule triggers, Forz generates a standard job with the configured details — job type, customer, description, and line items. The generated job enters your normal job workflow and can be scheduled, dispatched, and invoiced like any other job.

Recurring jobs eliminate manual data entry for predictable, repeating work. Instead of creating the same job every week or month, you set up the recurrence once and Forz handles the rest.

Before You Begin

Prerequisites:

  1. You have the Recurring Jobs: Create permission on your role.

  2. At least one customer record exists.

  3. Job types are configured (Settings > Job Types).

  4. If the Systems module is enabled, you need at least one system on the customer's site.

Creating a Recurring Job

Select the job details

  1. Click Jobs in the sidebar navigation.

  1. Click the Recurring button in the top-right area of the jobs page. This opens the recurring jobs list.

  1. Click the New button. A form opens.

  1. Select a Customer. This is required. Each recurring job is tied to a single customer.

  1. Select a Service Address. This is required. The service location where the recurring work takes place.

  1. Select a Job type. This is required. The job type determines the workflow for each generated job.

  1. Enter a Description (optional). Describe the standard scope of work. This text copies into every generated job.

Configure the schedule

  1. Set the Frequency — how often jobs generate: daily, weekly, biweekly, monthly, quarterly (every 3 months), every 6 months, or annually.

  1. Set the Next Date — when the first job should generate.

  1. Set the End Date (optional) — when the recurrence stops. Leave blank for an indefinite schedule.

  2. Click Save.

  3. Add Line Items (optional). Products and services added here copy into each generated job.

Expected result: Forz begins generating jobs according to the schedule. Each generated job receives its own job number and enters the first status in your workflow.

Managing Recurring Jobs

Viewing upcoming generations

  1. Open the recurring job.

  1. Review the schedule summary to see when the next job generates.

  1. Check the history section to see previously generated jobs with links to each one.

Editing a recurring job

  1. Open the recurring job you want to change.

  2. Update the fields as needed — job type, description, line items, or schedule.

  3. Click Save.

Changes apply to future generated jobs only. Jobs already generated are not affected.

Pausing a recurring job

  1. Open the recurring job.

  2. Toggle the recurrence to Inactive or set the end date to today.

  3. Click Save.

No new jobs generate while the recurring job is inactive. Reactivate it to resume the schedule.

Deleting a recurring job

  1. Open the recurring job.

  2. Click Delete.

  3. Confirm the deletion.

Deleting a recurring job stops all future generations. Jobs already generated remain in the system and are not deleted.

Common Scenarios

Monthly preventive maintenance contract

A property management company has a 12-month HVAC maintenance agreement. Create a recurring job with job type set to Maintenance, frequency set to monthly, start date set to the contract start, and end date set to the contract end. Add standard PM line items (filter replacement, system check). Forz generates one job per month -- dispatchers assign a technician and schedule.

Weekly pool service route

A pool service company maintains 40 residential pools on weekly schedules. Create a recurring job for each customer with job type set to Maintenance and frequency set to weekly. Each Monday, Forz generates the week's pool service jobs. Dispatchers batch-assign them through the route planner.

Quarterly fire safety inspections

A fire protection company inspects commercial sprinkler systems every quarter. Create a recurring job with job type set to Inspection, frequency set to quarterly, and include line items for inspection labor and any standard replacement parts. Each quarter a new inspection job appears, ready to schedule.

Annual backflow testing

A plumbing company performs annual backflow preventer tests required by local code. Set the recurring job frequency to annually with the start date matching the customer's compliance deadline. Forz generates the job with enough lead time for scheduling, and the line items include the standard test fee and certification paperwork.

Troubleshooting

Problem

Solution

Recurring job is not generating new jobs

Verify the recurring job is active and the start date has passed. Check that the end date has not already elapsed.

Generated job is missing line items

Open the recurring job and confirm line items are saved. Line items must be present on the recurring job before the next generation.

Too many jobs generated at once

Review the frequency setting. A daily frequency on a long date range generates a large volume of jobs. Adjust the frequency or set a nearer end date.

Need to change details on future jobs only

Edit the recurring job directly. Changes apply to jobs generated after the edit. Already-generated jobs keep their original details.

Deleted recurring job but jobs still exist

Deleting a recurring job only stops future generation. Previously generated jobs remain in the system. Delete or cancel those jobs individually if needed.

Customer was merged or deleted

If the linked customer no longer exists, the recurring job cannot generate new jobs. Update the recurring job with the correct customer record.