Recurring Services allows you to bulk create and manage Tickets on a scheduled sequence: Weekly, Monthly, or Every X number of days. Instead of manually creating a new Ticket each time, Dispatcher will automatically generate Tickets at 90 day intervals until the specified end date, or indefinitely if no end date is entered.
How to Create a Recurring Service
Services that are scheduled on a recurring basis will be created from the Jobs Details page, similar to On Demand Tickets.
Click Jobs
Search for the appropriate Job or create a new one under Accounts
Click Job ID or Address or Details
Click Create Recurring Tickets
Fill out the appropriate service details
Asset Type(s): type of bin or dumpster to take to Job Site, can select more than one
Billing Status (optional): select Invoiced, Paid, or Not Billable if applicable
Select Interval: select if this service recurs Weekly, Monthly, or Every X Days
Select Frequency: depending on the interval selected, specify the days or dates accordingly
Starting On: the date the recurring service starts, Tickets will be created in accordance with the selected frequency every 90 days
Ending On (optional): the date the recurring service ends, Tickets will no longer be created, leave blank if never-ending recurrence
Assigned Driver (optional): automatically assign a driver to all Tickets in this recurring service
Add Fee Details (optional): automatically add applicable fee types and details to all Tickets within this recurring service
Comment (optional): Use for placement details or messages for drivers. Enter any instructions that are important for the driver to note, e.g., "Please call en route" or "Place in front of the left garage door"
Billing Notes (optional): used to track quoted prices or any other billing information. Drivers do not see billing notes on the mobile app
Customer Requested Start and End Times (optional): add a timeframe in which the service should be completed to help prioritize accordingly
6. Click Create Recurring Tickets
💡Dispatcher Tip: From the Jobs page, click the Details dropdown arrow to quickly Create Recurring Tickets without the extra clicks of going into an Job’s details page. |
How to Manage a Recurring Service
You can edit a Recurring Service in two ways:
Update all Tickets in the group - Use this option to make changes across the entire series. This is best used when something about the overall schedule needs to change, such as the frequency, starting or ending date, or fees.
Edit an individual Ticket - Use this option to make a one-off change to a single Ticket without affecting the rest of the series. For example, if one service needs to move to a different day that week, only that Ticket will be updated.
Update all Tickets in the group
All Recurring Services will be available to view and manage under the Jobs details page.
Click Jobs
Search for the appropriate Job
Click Job ID or Address or Details
Scroll beneath the map to view all Recurring Services
Click the Recurring Service ID or the information icon
Update the appropriate fields and click Save Changes
Any changes to a Recurring Service applies only to Open Tickets scheduled in the future. Past, Completed, or Canceled Tickets will not be updated. |
Edit an Individual Ticket
Edit an individual Ticket within a Tickets Details page.
Click Tickets
Search for the appropriate Ticket
Click the Ticket ID
If the Ticket belongs to a Recurring Service, you will be prompted with two options: Manage Recurring Service or Edit Ticket. To update only that Ticket without affecting the rest of the series, click Edit Ticket
Update the appropriate fields and click Save Changes
This edit will only update the single Ticket. If you want to go to the Edit Recurring Services page and edit the entire series, click Manage Recurring Service.
Identifying Tickets within a Recurring Service
Quickly identify Tickets within a Recurring Service to better understand the types of edits or changes needed. View whether they belong to a Recurring Service group:
On the Dispatch page by the Recurring Service icon
On the Tickets page by the Service Frequency
On the Tickets details page by the Ticket Details