Batch Renew Recurring Jobs

The Batch Renew feature can be used to renew more than one recurring Job at a time. This is a useful tool for companies who offer the same recurring services to their Clients year after year. By batch renewing, the User saves the time & work needed to re-create each Job individually for the new year. 

 

How to Batch Renew Recurring Jobs

  1. Navigate to Jobs > Batch Renew Recurring Jobs

  2. Select the Date Range - this filters to Jobs ending within this range  

  3. Determine the New Date Range for the renewed Jobs 

  4. Filter as needed by Sales Rep, Job Stage, Operation, & Tag
     
  5. Select the Jobs you would like to renew from the available results

  6. Select Batch Renew 

  7. Select the Job Stage of the renewed Jobs (Proposal or Active)

  8. Adjust Cost & Price, as needed 

  9. Select Confirm

After confirming renewal on these Jobs, SingleOps will perform a background task & duplicate each Job with its new date range; this can take several minutes.  You will receive an e-mail notification once the process has been completed. 

 

Additional Notes:

  • Batch Renewal is not available for one-off Jobs
  • Rejected Jobs & Jobs with Rejected Visits are eligible for Batch Renewal, & any Rejected element (Jobs & Visits) will take on the Stage chosen during Renewal (Proposed or Active)
  • Renewed Rejected Jobs & Jobs with Visits in a Rejected Stage cannot be Batch Renewed into a Rejected Stage
  • If certain items should not be renewed, such as material, discounts, etc., edit the Item & enable the setting to Exclude from Renewal
  • Jobs with Items or Item Groups which have been marked as Inactive will renew, but those Items which are no longer Active will not be included on the Renewed Jobs
  • Jobs which have already been renewed via manual or Batch Renewal are not eligible for renewal
  • Visit level details such as Visit Notes, Visit Names, Visit Tags, Visit Assignees, etc. will not be restored on the renewed Job

 

 

 

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