Below is a list of Job information that automatically copies from the parent Job to all child occurrences that are created.
Note: This data will only transfer if it's entered and saved on the parent job before the recurrence pattern is created. Any information added or edited to the parent job after the recurrence pattern is created will not automatically update in the child jobs.
|JOB INFORMATION THAT TRANSFERS FROM A PARENT JOB TO ITS CHILD OCCURRENCES|
|From Job Details||
From Tasks linked to Job (if any)
|From Billing Details||From Completion Notes|
|Client Name||Task Type||Items (and quantity)||Additional Notes|
|Job Site Address||Task Service Description|
|Contact Details||Task Special Instructions|
|Job Type||Task Priority|
|Job Priority||Task Fieldworker (if assigned)|
|Job Description||Task Equipment|
|Special Instructions||Task Documents|
|Job Custom Fields (if any)|
|Client Custom Fields (if any)|