Create Your Pest Control Invoice Template for Planning with Ease

Pest control invoice template for Planning

right now we'll have a look at how to set up a recurring schedule for a customer you just click on the customer in the customer list going to edit customer details once in there go to jobs in the Blue menu and you'll see in the menu along here recurring jobs click on recurring jobs and add a recurring job it's best to start with approve added schedule then your start time for example 8:00 finish at 9 and done we've got our technician side is picked now the recurrence option can either be daily weekly or monthly uh let's say that this for example is going to be every 3 months and the start date will be tomorrow you can put an end date if it's a contract that you've got for 12 months put the end date in or if you're unsure of when the end date is put no end date and you can come back and edit that at any given time now you can do weekly I'll just delete this here you can do weekly it could be every 26 weeks or daily it could be every 125 days whatever you want that to be within that range weekly daily or monthly for this example we'll put every we'll say six months and no end date start date is tomorrow we'll select our treatment and it's an ant treatment for example price is fine and there's no treatment instructions and we'll click save so that job now is locked in for the 12th tomorrow the recurrence is every 6 months you can easily edit that but we'll just go into the schedule and show you what happens click on the 12th so that job there now as you can see here it's got the two little squiggly lines wherever you see that means the job is a recurring job if I go back somewhere else and show you another job doesn't have it and here so that's how you can tell the difference so that's a recurring job what will happen is tomorrow that job gets done when it is marked complete it would automatically log in in six months time uh from that date now if that date happens or that date happens to fall on a Saturday or Sunday and you don't operate on a weekend it will automatically roll over to the following Monday and that's how you do a recurring schedule