Recurring Orders in NextCrew allow staffing companies to automatically replicate job orders on a weekly, monthly, or custom schedule. Instead of manually creating repeat jobs, you can configure a recurring order to save time and ensure consistency.
Key Benefits
Save Time: Eliminate the need to re-enter identical job orders for repeated events.
Ensure Accuracy: Automatically replicate details from the original order, reducing human error.
Flexibility: Choose to include the same crew or create an empty job order.
Proactive Scheduling: Control when future jobs are created with “Clone Days Before.”
Visibility: Keep recurring jobs organized with clear end dates and active/inactive status.
By the Numbers
45% less admin time spent on repeat scheduling when using recurring orders.
100% accuracy in recurring job setup by eliminating data re-entry.
3x faster scheduling for weekly or monthly job assignments.
Step-by-Step Instructions
Open the Job Order you want to make recurring.
Go to the Configuration tab.
Locate the Recurring Order Settings section and click Edit.
Complete the following fields:
Frequency: Choose how often the job repeats (e.g., weekly, monthly).
Include Offers (Y/N): Select “Yes” to assign the same crew automatically, or “No” to create an unassigned new order.
Clone Days Before: Choose how many days in advance the new order should be created (e.g., for a Monday shift with “3 days before,” the order will generate on Friday).
End Date: Select the date the recurrence should stop.
Status: Set to Active to begin automatic cloning or Inactive to pause.
Save your changes.
Verify that the recurring order appears in upcoming schedules.
Pro Tip: If you want to test the setup, create a short-term recurring order (e.g., weekly with a 2-week end date) before applying it to long-term client engagements.
Example/Use Case Scenario
A staffing firm provides hospitality staff every Friday for a large hotel chain. Instead of recreating the order weekly:
Set Frequency = Weekly.
Include Offers = Yes (to keep the same crew assigned).
Clone Days Before = 2 (so the order for Friday generates on Wednesday).
End Date = 6 months from start date.
Status = Active.
The hotel now has guaranteed staffing every Friday without manual intervention from the admin team.
Pro Tips & Best Practices
Use Include Offers = No for flexible staffing needs to keep order open for new bids.
For seasonal projects, always define an End Date to avoid unnecessary orders past the contract period.
Review recurring orders quarterly to ensure ongoing accuracy in shifts and crew participation.
FAQs
Q: What happens if a recurring order is set to “Inactive”?
A: The order will not clone until status is switched back to “Active.”
Q: Can I change the recurring frequency after setup?
A: Yes, update the frequency in the Configuration tab. Changes apply going forward, not retroactively.
Q: What if a crew member is unavailable for one week?
A: Manually update that week’s order to adjust assignments without affecting the recurring series.
Q: Does cloning use the root order or the most recent order?
A: By default, recurring orders always clone from the root (original) order. However, if you want changes (like updated job positions or confirmed crew) to carry forward from the latest order, the NextCrew team can update this setting for your account. Contact support to enable this option.
Legacy Compatibility
Users transitioning from earlier versions may need to reconfigure recurring orders, as legacy job series do not automatically migrate.