A repeating job with the site's units
Each visit of a site's repeating job lists the units due that month, at the level due.
On the Unlimited plan. A free trial includes it too.
A site's run, such as the monthly visit to a building, can carry the site's units. Each visit it makes lists the units due by the end of its month on your service plans, at the level due, so the crew see on the job what to do.
Set it up
- Make a repeating job for the site. It needs a site.
- Open it and press Edit.
- Tick Put the site's units due on each visit and press Save changes.
Leave Also update upcoming jobs already made ticked to put the units on the visits already on the board.
Which units go on a visit
When a visit is made, Crewzy works out each unit at the site on a plan:
- Units due by the end of the visit's month, and those overdue or with no last done yet, go on it.
- Each shows the level due. Where a bigger level that covers the smaller ones is due too, only the bigger shows.
- A unit already on an earlier visit of the same run that has not happened yet is not listed again.
Visits already finished are never changed.
Refresh units
Plans change, and units are added or done in between. Press Refresh units in the job's Assets box to work them out again for that visit's day. Units the run put on that are no longer due come off, unless something was recorded on them. Units you put on by hand stay.
On the job
The crew see the units in Units on this job, each with the level due. Recording Serviced or Inspected picks that level, and finishing the job moves its last done. See Units on a job.