Recurring Jobs¶

Recurring jobs let you create a template that automatically generates new jobs on a repeating schedule. Whether you manage weekly HVAC filter changes, monthly fire extinguisher inspections, or biweekly landscape maintenance, recurring jobs ensure nothing falls through the cracks.

How recurring jobs work¶

Instead of manually creating the same job every week or month, you define a recurring template — a blueprint that includes the customer, location, job details, priority, and schedule. FSM Navigator uses this template to generate individual job instances automatically on the dates you specify.

flowchart LR
    A[Create template] --> B[Set frequency]
    B --> C[System generates jobs]
    C --> D[Jobs appear in queue]
    D --> E[Assign & complete]
    E --> C

Each generated job is a standalone job with its own status, SLA timer, assignment, and history. Completing one instance does not affect future occurrences.

Creating a recurring template¶

1. Navigate to Jobs in the sidebar.
2. Click Create Recurring Job (or open the recurring jobs tab).
3. Fill in the template details:

1. Configure the frequency (see below).
2. Click Save Template.

Frequency options¶

Choose how often the system generates a new job from the template.

Setting start and end dates¶

• Start date — the date the system begins generating jobs. The first job is created on this date.
• End date (optional) — the date the system stops generating jobs. Leave blank for an indefinite schedule.

Auto-generation behavior¶

The system generates upcoming job instances in advance so your team has visibility into the schedule.

• Jobs are generated automatically based on the frequency you configured.
• Each generated job appears in the job queue with Pending status.
• Generated jobs include all details from the template — customer, location, priority, description, and SLA window.
• If a technician is pre-assigned in the template, the generated job is created in Assigned status.

Editing templates vs. instances¶

It is important to understand the difference between editing the template and editing a generated instance.

Pausing and resuming recurrence¶

You can temporarily pause a recurring template without deleting it.

To pause a recurring template¶

1. Open the recurring template from the Recurring Jobs list.
2. Click Pause.
3. The system stops generating new jobs from this template immediately.

To resume a paused template¶

1. Open the paused template.
2. Click Resume.
3. The system begins generating jobs again starting from the next scheduled date.

Managing recurring templates¶

View all templates¶

Navigate to Jobs → Recurring to see a list of all recurring templates, including their frequency, next scheduled generation date, and status (active or paused).

Delete a template¶

Deleting a recurring template stops all future job generation. Jobs that were already generated remain in your job list and are not affected.

Use cases¶

Frequently asked questions¶

What's next¶

• Creating jobs — understand the fields available for one-time and recurring jobs.
• SLA timers — learn how SLA deadlines work with recurring job schedules.
• Auto-assignment — let the system assign the best technician to each recurring instance.