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. 

In this Article:

Batch Renew Recurring Jobs

Reset Item Default Cost & Price

Retain Visit Information

Batch Renew Recurring Jobs Video

 

Batch Renew Recurring Jobs

1. Navigate to: mceclip0.png Jobs > Batch Renew 

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. 

 

Reset Item Default Cost & Price

This feature is for businesses that often update item pricing year-to-year and would like the option to have the new pricing reflect on renewed jobs. 

1. Navigate to: mceclip1.png Jobs > Batch Renew

2. Select the box(es) next to the job(s) you would like to renew.

3. Select Batch Renew on the right side of this page.

4. In the pop-up, click the Adjustments tab

5. Check the box next to Reset Cost to Item Default or Reset Price to Item Default 

mceclip0.png

6. Click Confirm when finished. 

Note: If the default unit cost or price on an Item is set to 0.00, the unit cost / price on the job's line item will be retained when the job is renewed. 

 

Retain Visit Information

For Maintenance Jobs, it is common for the scheduling information on visits to roll over year-to-year. This feature will retain scheduling information on visits such as the start / stop time and the crew assigned to those visits. 

1. Navigate to: mceclip1.png Jobs > Batch Renew

2. Select the box(es) next to the job(s) you would like to renew.

3. Select Batch Renew on the right side of this page.

4. In the pop-up, click the Adjustments tab

5. Check the box next to Retain Visits Information (Assignee & Scheduling)

mceclip2.png

*Note: The start / stop time will not be retained if the start date of the Job is changed during the renewal process. Additionally, selecting Retain Visit Information is not relevant to On-Demand Jobs. On-Demand Jobs will still renew with no visits generated. 

6. Select Confirm to save.

 

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 are not eligible for renewal
  • 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

 

Batch Renew Recurring Jobs Video

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