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Recurring service tasks

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Create recurring field service tasks with Google Calendar-like functionality.
Published by Spritle Software(about over 1 year ago)
Free
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
Service tasks that need to be scheduled repeatedly, such as routine maintenance jobs are tedious and time-consuming. It also leaves room for errors. The Recurring Service Tasks app helps you to set up such service tasks at a custom-defined frequency. You can assign these tasks to a field technician or a service group and make edits to individual appointments. With Recurring service tasks, you can: ● Easily schedule a series of recurring service tasks such as inspections, maintenance, audits, etc. ● Eliminate redundant activity of replicating details ● Stop worrying about forgetting to create subsequent tasks Use-cases: Many services, such as lawn care, facilities management, cleaning, maid services, annual maintenance contracts have jobs lined up at regular intervals - say weekly, monthly, quarterly, annually or a custom set frequency. Through this app, you can easily schedule such recurring service tasks in Freshdesk Field Service Management (FSM). Limitations: 1. Agent Timezone in the Freshdesk instance and app settings page timezones should be the same.
How to create a recurring service task: 1. Click on Recurring Service tasks from the top panel on the ticket details page. 2. Click on ‘Create a recurring service task’. This opens up the service task form where the necessary fields can be filled either by a support agent or a field technician. The fields include contact details, service details, appointment info as well as recurrence parameters. Some of the default fields such as contact details, description are auto populated. 3. Once the necessary fields are filled, click ‘Create’ to complete adding a service task. What parameters can you set for recurring tasks? For recurring service task, you can set the below parameters: Start Date - Specify the start date of the first service task Appointment frequency - Default options: Select from default options provided Weekly. For example, Every Monday Every two weeks. For example, Fortnightly Monday Every month. For example, The 10th day of the month Custom frequency: You can set custom repeat frequency as shown below Daily - specify a gap of days. For example, every alternate day Weekly- specify a gap of weeks or day of the week. For example,, Every 3 weeks on Friday and Monday Monthly- specify gap of months or day-week selection. For example, Every month on the 25th (or) Every month on the third Wednesday Yearly- specify gap of years. For example, Every year End criteria - Specify the end criteria for the recurring service task. Date based - Specify end date or duration. For example, until Dec 31, 2020 or next 3 months, next 6 months, etc. The number of service tasks - Specify the count of service tasks to be performed. Never - the recurring service tasks will be repeated indefinitely. Start and End times - Enter the appointment start time and end time for the service task. Field technician - Assign the same or different field technician to all future service tasks. Creation mode - Instant - Create all future recurring service tasks at one go. Future - Create future recurring service tasks per the specified time duration. For example, 6 hours before the service task.
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