In this example we will be showing you how to setup a recurring maintenance for a smoke alarm job. Please note, the same steps can be taken to setup any recurring maintenance.
Managing annual smoke alarm checks is a critical task, and setting up reoccurring jobs in Bricks and Agent ensures that this process runs smoothly every year. Here’s a detailed guide to help you configure these jobs efficiently:
Step 1: Create the Reoccurring Job
Begin by navigating to the job post pattern on the top right corner of your screen. Select “Manual Entry” to start setting up the job.
Choose the property and title the job accordingly, for example, “Annual Smoke Alarm Check” or “Annual Subscription.” Proceed to the next stage in the setup process.
Step 2: Select the Job Type
For annual checks like these, the job should be set as a paid job. This is because you’ll have an annual invoice associated with the service.
If any maintenance is required on the smoke alarms between annual checks, those tasks would typically be managed as warranty jobs. Warranty jobs allow you to complete the work without generating an invoice, which is suitable for minor repairs or replacements covered under a service agreement.
Step 3: Configure the Recurrence
Set the recurrence frequency to the appropriate timeframe, for example annually.
You’ll then select the first due date for the job. For example, if you want the job due on the 2nd of September, you would select that date.
Next, decide if you want a limited number of recurrences or if the job should repeat indefinitely. For ongoing annual checks, selecting “unlimited” is usually the best option.
Step 4: Set Up Work Order Triggers
Choose how many days before the due date you want to trigger the work order to the trade. A common practice is to set this trigger for 7 days prior, giving the trade ample time to prepare.
Continue to the next stage to allocate your preferred trade for the job.
Step 5: Finalize and Post the Job
Once everything is set up, submit the job. The system will automatically trigger the work order to your selected trade 7 days before the due date each year.
Nothing will be sent to the trade until the trigger date is reached, ensuring that the process is both timely and organised.