Managing Repeating Jobs

 

If a customer agreement changes once Repeating Jobs have been created in Telstra Trades Assist, you can edit the duration and frequency of the Job and these changes are automatically updated in your workers’ calendars.

This article will show you how to manage existing Repeating Jobs.  Learn how to create Repeating Jobs here.

 

1. Click  from the Side Menu
2. Click  from the expanded menu

3. Click the Repeating Job that you would like to manage

4. Use the tabs at the top to navigate between Details, Labour & Materials, Assets, Checklist and Schedule.

 

 

Details

5. Click  from the tabs at the top
6. Click  from the right-hand side to display the list of site contacts to choose from.

7. Click the field under  to update or add a new job description.
8. Click  to save any changes or move on to the next tab.

 

Labour and Materials

9. Click  from the tabs at the top
10. Click  to search for a labour rate, click  to set the total number of labour hours required then click
11. Click  to remove any labour no longer required.
12. Repeat the same steps to add or remove Materials from the repeating job template.

Tip: Click the  next to  and  if you want a detailed list of labour rates and materials to appear on the invoice sent to the customer.

13. Click  to save any changes or move on to the next tab.

 

Assets

14. Click  from the tabs at the top
15. Click  to search for a list of assets, click  to associate the asset to the job
16. Click  to remove an asset no longer required on the repeating job.
17. Click  to save any changes or move on to the next tab.

 

Checklist

18. Click  from the tabs at the top
19. Click  to search for a checklist to add to the repeating job
20. Click  to add a checklist and click  to remove a checklist
21. Click  to save any changes or move on to the next tab.

 

Schedule

22. Click  from the tabs at the top

Tip: Scheduling within repeating job templates is broken into two areas, Job Details and Recurring Job Details.

 

Job Details

23. Update the Job Title, completion time and Priority as required.

 

Recurring Job Details

24. Click the drop-down under  to associate a PM contract.
25. Click the drop-downs under  and  to set the cadence for jobs to occur.

26. Click the fields under  and  to adjust the dates for jobs to be scheduled in accordance with the changes that have been made.

Tip: viewing Next Appointment shows the next date that a job has not been scheduled for, this is controlled by the Auto Creation function within the My Business options. Learn how to adjust how far in advance Repeating Jobs will be auto-created within Telstra Trades Assist here.

When editing this date make sure not to adjust this to a date prior to what is already listed otherwise new versions of the repeating job will be created, resulting in the need for manual deletion.

Learn how to reschedule any previously created jobs using the planner on the Admin Console here.

27. Select the drop-downs under Auto Schedule to update the worker and the time for the job to be completed

28. Click  when you have finished editing the repeating job