How to Create Recurring Maintenance Jobs
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Iris - BraveSecurity.com.au

Created Aug 21, 2023

How to Create Recurring Maintenance Jobs

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Brave Security

21 Steps
1

Click on Recurring

Click on Recurring
2

Click on Recurring Job

Click on  Recurring Job
3

Click on Customer Name

Click on Customer Name
4

Click on Site and choose the correct Customer Site

Click on Site and choose the correct Customer Site
5

Type "Annual Maintenance on Alarm System" for Alarm Maintenance and put "PP" after the Recurring Job Name.

Type "Annual Maintenance on Alarm System"-PP
6

Click on Cost Centre

Click on Cost Centre
7

Choose Maintenance as a Cost Centre

Choose Maintenance as a Cost Centre
8

Copy the Recurring Job Name

Copy the Recurring Job Name
9

And paste in Order No. Always make sure there is the word "PP" after the Job Name

And paste in Order No. Always make sure there is the word "PP" after the Job Name
10

Click on the Description and add the wordings for the Maintenance Job. You can check the wording file at the Shared Drive.

Click on the Description and add the wordings for the Maintenance Job. You can check the wording file at the Shared Drive.
11

Click on Notes and add the Alarm details of the client. It should have Control Room, Acct. #, Alarm System Type, GPRS Unit and GPRS Serial#. You can check this details in the Custom tab in SimPro.

Click on Notes and add the Alarm details of the client. It should have Control Room, Acct. #, Alarm System Type, GPRS Unit and GPRS Serial#. You can check this details in the Custom tab in SimPro.
12

Click on NEXT

Click on NEXT
13

Click on Customer Assets

Click on Customer Assets
14

Click on Select 

Click on Select 
15

Click on All Types

Click on All Types
16

Click on Details

Click on Details
17

Click on Settings

Click on Settings
18

Go to "Recurring Start Date" 

Go to "Recurring Start Date" 
19

Maintenance Job date should be at 1st day in a month

Maintenance Job date should be at 1st day in a month
20

Click on "Next Recurring Date," then select the subsequent year from the recurring start date if the maintenance is scheduled annually.

Click on "Next Recurring Date," then select the subsequent year from the recurring start date if the maintenance is scheduled annually.
21

Click on SAVE AND FINISH

Click on SAVE AND FINISH
Well done!
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