If you have a job that spans multiple days, you can set it up as an ongoing job. Unlike a callback (split) job, where each visit is treated as a separate job, an ongoing job retains all job details across its multiple instances—except for workers. When you update the job status on one instance, it will automatically update across all instances of the ongoing job, keeping everything synchronized.
Ongoing jobs
Ongoing jobs keep the same job number for each visit
The same job status for each visit
Shared job items - changes on one job updates all
Quotes, Invoices, Reports and Purchase orders are linked to one visit, but will show on all the ongoing jobs, you can add all instances to an invoice by checking all visits on the Visits tab
Timesheets added for any visit show on all visits for an ongoing job
Technicians are not shared
Option to have different statuses for ongoing jobs
Schedule an ongoing job
Add a job as usual, or save an existing job as ongoing. You can make a job ongoing from the yellow hover over or from the job save menu:
Save a job as Ongoing in the Save & close dropdown.
Save an existing job as Ongoing in the yellow hover over box in the schedule or any job list
Select a time in the schedule for the next visit and add workers.
Projects and ongoing jobs
From the Projects calendar view, drag a job to the + to create a new ongoing job visit for that day, with the same technicians allocated to the job.
Different statuses for ongoing jobs (optional)
By default the status is shared for ongoing jobs to enable different statuses open settings -misc. Scroll down to Scheduling and check Ongoing jobs have individual statuses
Please note that statuses set as Tech finished status will still be applied to all visits of an ongoing jobs
Show/Hide Ongoing jobs
Tip: If you don't want to use ongoing jobs, you can hide the ongoing jobs option in the job save menu. Just uncheck Enabled ongoing jobs in Settings > Work > Scheduling
