Clone an Order or Make It Repeat

Modified on Thu, 1 Oct at 11:03 AM

The same client needs the same team again next week. Don't build the order from scratch. Clone it in one step, or set it to repeat on its own.

Summary

There are two ways to reuse an order. Clone copies an order, with all its jobs, to a new start date, and the dates and times move with it. Recurring Order Settings, on the order's Configuration tab, create the next order for you on a schedule, until an end date. Both can bring the same Crew along with Include Offers. What goes wrong: a recurring order left Active with no end date, so orders keep coming after the client's contract ends.

How to do it

  1. Open the order in Workspace › Orders.
  2. Click Clone at the top of the order.
  3. Pick the New Start Date. Every job moves to match it.
  4. Tick Include Offers to bring the same Crew. Leave it clear to start with empty jobs.
  5. Tick Recalculate Rates to use today's rates instead of the rates on the original order.
  6. Click Clone, then open the new order and check it.

▶ Watch how to clone an order (1 minute)

That's the order copied. Read on to make an order repeat on its own instead.


Make an order repeat on its own

  1. Open the order and go to its Configuration tab.
  2. Under Recurring Order Settings, click EDIT.
  3. Fill in the settings below.
  4. Set Status to Active and click Update.
SettingWhat it does
FrequencyHow often the order repeats: Daily, Weekly, Monthly, Quarterly or Yearly.
Include OffersTick it to bring the same Crew to each new order. Leave it clear for open jobs each time.
Clone Days BeforeHow many days ahead the next order is created. For a weekly Monday order, 3 creates it on Friday, so Crew have time to plan.
End DateThe date and time the repeats stop.
StatusActive repeats the order. Inactive pauses it. New settings start as Inactive.

Jobs made this way show where they came from in their Source, such as Clone Recurring Order.


Clone or repeat?

UseWhen
CloneThe client comes back, but not on a fixed pattern. A conference next month, a second store opening.
RecurringThe same work on a fixed pattern. Every Friday at the hotel, the first Monday of each month.

Bringing the same Crew

With Include Offers, the new jobs start with the same Crew. Before the dates arrive, check the new order's offers. Anyone who can't work the new dates needs replacing.

If the same people work every repeat, watch their weekly hours. See Prevent and Manage Overtime.


Why it saves time

Building it againCloning or repeating
Re-entering every job, position, time and rate.One step, with every job copied.
Inviting the same Crew one by one.Include Offers brings them along.
Remembering to create next week's order.NextCrew creates it on the day you choose.

If something isn't working

What you seeCheck this firstWho fixes it
No new orders are being createdStatus is Active, and the End Date hasn't passed.You
The next order appears later than you wantedClone Days Before. Raise it to create orders earlier.You
A cloned order has old ratesRecalculate Rates wasn't ticked. Update the rates on the new jobs.You
The new jobs are emptyInclude Offers wasn't ticked.You

Questions people ask

Can I clone just one job?

Yes. Open the job and click Clone at the top of the job.

How do I stop a recurring order?

Set its Status to Inactive, or set an End Date.

Does cloning change the original order?

No. The original stays as it is.

Can I change a cloned order?

Yes. It's a normal order. Change any job, rate or Crew Member.


Other ways people ask this

  • How do I copy an order?
  • How do I set up a weekly order?
  • How do I repeat a job every week?
  • Can NextCrew create next week's order automatically?
  • How do I duplicate a job order with the same staff?

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