Recurring Order

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Recurring orders will generate automatic service orders for labor, material or services. Recurring orders provide flexibility for handling inspection type work or frequent recurring work. It automatically generates service for all items based on the recurrence schedule.

When you create a recurring order, you select the frequency of the service and what days of the week your customer is available. SME will calculate the next service date and generate a service order. You set up the frequency in the Labor Editor or Add Items to Order window. Below are the steps to setup and process a recurring order.

Click to the next page to learn how to create a recurring order.