Table of Contents
Overview
You can create visits for multiple jobs at one time using the New Visits tool on the schedule. This is often used in industries like Snow Removal, where visits are unpredictable, and many clients need to be visited on the same day.
This tool can only be used for recurring jobs.
How to create new visits for multiple jobs
To use this tool, go to any schedule view, and click More Actions > Visits.
On the next page, you can then search for and select the jobs that you'll be creating new visits for.
To narrow down the list of jobs, you can filter the recurring jobs using these fields:
- with no incomplete visits before: Select a date.
- and description contains: This field matches the "job title" fields on jobs. Enter a keyword used in your job titles to narrow down the list of jobs.
- With a line item of: Select a line item from the dropdown.
- And client is tagged: Select a tag from the list.
On the left, all the jobs that match you filter settings will show up. Click All to select all the jobs. You can also click on individual jobs on the left to select them, if you need.
Click on the jobs in the left-hand box, or on the map to select them.
After you have selected the jobs, click Next in the top right.
You can then select the date and which user you would like to assign to the visits.
Click Let's Make Some Visits, to create the visits. These will then populate on your schedule.
Note: 500 jobs at once will appear on the map, however there is a limit of 100 jobs that can have visits generated for them at a time using this method. If you have more than 100 jobs that you need to create visits for, create the visits in batches by narrowing down the number of jobs by using the filters.