How to Book and Schedule a Recurring Job in Simpro

This guide explains how to convert an approved recurring maintenance job into an active work order, schedule it with a contractor, and properly notify the client. Following these steps ensures your preventative maintenance tasks are completed on time and properly documented.

This workflow is designed for service dispatchers, coordinators, or account managers responsible for scheduling recurring jobs. It is used after a client has given approval for a specific maintenance appointment.

Phase 1: Create the Job