Editing Frequency Period

Frequency periods play a crucial role in keeping track of when a customer is due for service.

To provide a brief overview: a frequency period is utilized when scheduling a job to allow the software to inform you that the customer is scheduled to be serviced again in 6 months, 9 months, 1 year, etc. (depending on the chosen frequency period).

When initially scheduling a job, you might not be aware of a customer's frequency period, so you leave it set to "not assigned". Alternatively, the customer may prefer a different follow-up timeframe. This article provides guidance on easily editing a frequency period. Here's a step-by-step guide on how to easily edit frequency periods:

Job History:

  • Start by navigating to the job history subtab of the customer and locate the job for which you want to edit the frequency period.
  • Click on the pencil icon or image associated with the job to open the "Edit Job" window.

Editing Frequency & Saving Changes:

  • Inside the "Edit Job" window, find the dropdown column related to the frequency period.
  • Modify the frequency period according to your requirements.
  • Click the "Update" button to save your changes.

Edit from Callback Window:

  • Alternatively, you can edit the frequency period from the callback window.
  • Open the callback window associated with the job under the "Follow up/Call" subtab, and you'll find an option to edit the frequency period.

This feature is beneficial when making callbacks to customers within a callback window and you need to adjust their frequency period.

Edit from Daily Calendar (List View):

Finally, one of the most straightforward methods to modify frequency periods is through the Daily Calendar screen.

  • Access the Daily Calendar in "List" view.
  • Click on the pencil icon for a specific customer to open the "Edit Job" window.
  • Change the frequency period and then click "Update".

By following the above, you can easily edit any job's frequency period, so whether you're in the job history section, callback window, or Daily Calendar, we provide multiple ways to get it done so that the customer is always followed up with efficiently due to them having properly set frequency periods.

Best regards,

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