Controlling the job duration of recurring servicesLast updated on 03/22/2022
Job duration of recurring services - Default settings
By default, when you book a recurring service the job duration is going to be determined by the Job Type(Settings > Job Type). This default setting is recommended for efficiency and ease of use as you book recurring services.
You can set up or edit recurring services through the Memberships Wizard (Settings > Membership Types > Step Three: Recurrences).
If you want to change the Job Type of a recurring service, go to Settings > Recurring Service Types.
If you want to create a new Job Type or edit an existing Job Type, go to Settings > Job Types.
Setting up job duration tasks for recurring services
You can have your account configured so the job duration of a recurring service appointment (membership appointment) will no longer be determined by the Job Type.
When your account is set up with this configuration, the duration of the membership appointment will be determined by job duration tasks, which will be added to your recurring service invoice templates. See below for details.
If a recurring service already exists:
You'll need to set up job duration tasks in the Pricebook (Settings > Pricebook Services). See below for instructions. Once you've created job duration tasks, you'll need to add each job duration task to the appropriate recurring service invoice template (Settings > Invoice Templates).
If you are creating a new recurring service:
When you use the Memberships Wizard (Settings > Membership Types), you can create a new recurring service with the job duration task all ready to go.
Memberships Wizard > Step Three: Recurrences > Create New Service > Click to create a new recurring service invoice template > Click to add a new task > Create a job duration task for the recurring service.
How to set up job duration tasks
When your account is set up with this configuration, you'll need to create job duration tasks. You'll need to set up these job duration tasks no matter what type of membership you have.
Memberships Wizard or Pricebook?
Job Duration Task
You’ll put a job duration task on each recurring service invoice template.
The sold hours of the job duration task will determine the duration of the appointment.
You can create job duration tasks in the Memberships Wizard (Step Three: Recurrences > Add Recurring Service > Create New Service > Invoice Template > Create > Click to add services).
Or, you use the Memberships Wizard to attach an existing recurring service to the membership (Step Three: Recurrences > Add Recurring Services > Add Existing Service). The job duration task should added to the recurring service invoice template. Go to Settings > Recurring Service Types if you want to check this.
Setting up job duration tasks for membership add-ons
Memberships Wizard or Pricebook?
Job Duration Task for a Membership Add-On Service
Membership add-ons may impact the duration of the job. If this is the case, you should create a job duration task for the add-on, so it can be added to the recurring service invoice template.
You will create job duration tasks for membership add-ons in the Pricebook (Settings > Pricebook > Services > Create new service > Workflow tab.
If the membership is paid up front:
If the membership has recurring billing:
How to set up membership add-ons to trigger job duration adjustments
You'll need to attach job duration tasks to membership add-ons (see chart below for instructions). This will ensure that when the membership add-on is sold, the appropriate job duration adjustments are made.
Go to Settings > Pricebook > Services. You'll need to repeat this process for each of your membership add-ons.
Locate the membership add-on task in the Pricebook.
Click to edit the membership add-on task (Settings > Pricebook > Services > Search membership add-on > Click to edit).
Go to the Workflow tab.
Depending on the options selected here, you might need to make different kinds of add-on adjustments. See the chart below.
When you are done, make sure to click Save.
How to attach job duration tasks to membership add-ons
Settings > Pricebook > Services > Click into add-on sale task > Go to Workflow tab.
Add new[Name of recurring service]recurring service
If this option is checked, this means the add-on triggers an extra recurring service.
Add additional tasks to the membership's billing template
You don't need to update the billing template with job duration tasks. Remember: Job duration tasks are $0 tasks that go on recurring service invoice templates only.
Add additional tasks to the
[Name of recurring service] recurring service invoice template
If this option is checked, this means the add-on is an upgrade to an existing recurring service.
How to change the job duration for a particular location only
The above instructions show you how to update your membership add-ons , so the add-on will trigger job duration adjustments.
When job duration features are configured for your account, you can also adjust the job duration of recurring services for a particular job site only. For example, if there is an easier job site, you might want to update the recurring service settings for that job site only, so the job is scheduled for less time.
All you need to do is change the recurring service settings for that customer's membership. In a nutshell, here's what you'll do:
You'll navigate to the customer record, and click on the membership.
Then, you'll click the Edit Pencil on the membership screen.
You will edit the recurring service invoice template, and enter a new job duration task.
From now on, recurring services for that job site will be scheduled for the new job duration.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.