OR0042 – Recurring Jobs List

OF0043 - New recurring job details

Amendment Record

Client Detail

Job Description

Task Items

Invoicing Details

Scheduling

Form sign off

Table of Contents

Loading Data...

Form to be completed to setup a new recurring job

Unique ID

Job Template Name(Required)

Job Template name e.g. Jim's Computers - weekly Cleaning

Franchise Entity to Be allocated to

Client Name(Required)

Business or Residential Client Name

Site address 1

Suburb(Required)

State(Required)

Post Code(Required)

Site Contact Name(Required)

Site Contact Phone Number(Required)

Site Contact Email

Billing Contact Name(Required)

Billing Contact Phone Number(Required)

Billing Contact Email

Brief Job Description(Required)

Brief Job Description - e.g. Fortnightly Lawn Mowing Service to House

Additional Information

Additional Information E.g. Monthly Tasks

Client Specified Day or time(Required)

Client preferred day or time e.g. Wednesday @ 3:00

Time Allocated

Amount of time allocated to job

Access Details(Required)

Description on access details e.g Key Codes Door Codes Gate Codes Alarm Codes

Invoicing Details(Required)

Invoicing details for contract e.g Invoice at time of Service, Invoiced Monthly, Invoice Weekly

Before

Before job checklist items - to be completed by admin staff before staff dispatched

During(Required)

During job Check list items - to be completed by field technician

After

After job checklist items - to be completed by an admin or manager before invoicing

Invoicing frequency(Required)

Other

Special Invoicing details

Part Details

Description - Quantity - Value

Vehicle

Vehicle to be allocated to e.g. Clean 1

Day/s

Days of week

Frequency

Weekly, Fortnightly, Monthly

Time

00:00

Duration

amount of time to be allocated to job

Form Completed by(Required)

First Last

Email(Required)

Form complete email

Section#

Para.#

Description of Change

Prepared By

Approved By

Issue#: 1 Issue Date: 13/7/2022

OR0043 – Reccuring job List google sheet Link

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