Under the selected site card, click the Planned Activities Tab
From the Contract drop down list, select the contract you want to set-up the planned activity for. ( If a contract doesn’t appear please see How To – Create a Client or Site Contract)
Click Add New Activity on the right hand side
Enter in Planned Activity Name, Job Number Prefix, Select Job Type and Job Frequency
If you want the planned activity to auto raise, tick Auto Create Jobs and choose a Next Raise Date
0 comments