Recurring maintenance jobs

Set up templates for work you do on a regular schedule. TradeFlow automatically creates new jobs from your templates.

Creating a recurring job

1. Go to Recurring Jobs → + New.
2. Set the job title, client, and description.
3. Choose the frequency: daily, weekly, fortnightly, monthly, quarterly, or yearly.
4. Set the start date and optionally an end date.
5. Add default line items if you want a quote auto-generated with each job.
6. Save.

What happens on each recurrence

• A new job is created automatically with the template details.
• The job is assigned to the same client.
• If line items are included, a draft quote is attached.
• You get a notification that a new recurring job was created.

Managing templates

• Pause a recurring job to skip future occurrences without deleting it.
• Edit the template to change details for all future jobs.
• Delete to stop all future occurrences permanently.