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How do I Duplicate a Job?

Job records sometimes need to be re-used or re-created for several different reasons. In Fleetmatics WORK, we have made it easy for you to be able to copy or use the same client or job information without starting from scratch.

Why re-create a job?

Some business will perform the same job for different customers. Think of a pool cleaning business, where workers have to go to the same or different customers to do the same job over a period of time.

In other situations, jobs need to be completed for the same customer, but in different stages, like a landscaping project. 

Whatever your business needs are, there are 3 different ways that you can re-create a job easily:

  • Duplicate a job - best used when you have the same job for the same client,but not necessarily on a regular interval. Or if you have the same job to do for different clients, you can duplicate another client's job record
  • Create a sub-job - best used when jobs are to be completed in stages. Each stage can be its own job that you manage, dispatch and invoice separately.
  • Recur a job -  best used when the same job needs to be done for the same client at a very regular interval, like a scheduled system maintenance or pool cleaning.

Once you know which method is best for you to use, follow the steps below for that method.

 

Duplicate a job

From the Jobs tab, choose a job that you would like to duplicate. If you cannot easily find the job from your list, use the search function. 

Click on the "Duplicate" button. This will bring up a smaller window that will ask you to select your client.

If you would like to create a new job for the same client as the original job, you do not need to make any changes here.

If the new job is for a different client, you can type over the client name and search for a different Client. Client not yet created? Click on the "Create a Client" link.

Once you click "Continue", the new job will automatically be created, and will take you to a full screen view of the new job record.

Since this is a duplicate of another job, some of the job details will automatically be used on the new job record:

  • Job Type
  • Job Description
  • Special Instructions
  • Job Priority
  • PO 

NOTE: All the copied information can be edited before dispatching, or saving.

To dispatch the new job, make sure you pick the new Start and End Date, as well as the Fieldworker from the Scheduling section. Click Save.

Remember: All duplicate jobs will be treated as an independent job, and will have its own unique Job Code. They will be invoiced separately from the original job.

 

Create a Sub-job

From the Jobs tab, choose a job that you would like to create a sub-job for. If you cannot easily find the job from your list, use the search function. 

Click on the "Sub Job" button. This will bring up a smaller "Create a Job" window.

Unlike a Duplicate job, you will not be able to change the Client for a sub job. The "Search for Client" field will be grayed out. You can, however, change the Location or the Contact for the sub job, in case the job needs to be done in a different location from the parent job.

When you click "Continue", the sub job will automatically be created. the full screen will display the sub job details.

Since this is a child job for the same client, some of the job details will automatically be used on the new sub job record:

  • Client Name
  • Job Type
  • Job Description
  • Special Instructions

NOTE: All the copied information can be edited before dispatching, or saving.

To dispatch the new sub job, make sure you pick the new Start and End Date, as well as the Fieldworker from the Scheduling section. Click Save.

Remember:

  • Sub job codes will include the parent job's job code with the following format: "x-sub-jobY", where "x" is the parent job code, and "Y" is the number of sub jobs created.
  • Sub jobs can managed, edited and dispatched independently of the parent job
  • Sub jobs can be invoiced separate from the parent job , or can be batch invoiced with the parent job. jobs will be treated as an independent job, and will have its own unique Job Code. 

 

 

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