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This is mainly used for monthly recurring services such as lawn and pool services.

From the Work Order Management view:

1. Click the box Recurring
2. Then click SEARCH
3. To auto-duplicate to submit for the new month’s billing, click the Clone link to the right
4. Edit and add/delete any items that apply for that current month.

Note:

All recurring work orders will appear along with the last invoice that was submitted.

*Search Criteria

If you need to search for a particular work order you may do so by...

• *Date Range
• *Street Name
• *WO#
• or by the *Statement of Work Type.