Recurring Jobs with Simpro

Overview
This overview explains how to create a recurring job in Simpro, ensure the job data syncs correctly into Lana, and configure recurring workflow notifications that trigger at key intervals. It is designed to help team members set up recurring jobs correctly and understand how each job progresses through the recurring pipeline.
Requirements
To use this feature, you will need:
LANA
Simpro
How It Works
Inside Simpro -
Select Recurring Job icon
Create new Recurring Job
Enter core job details: including customer name, site, job name etc
Enter recurring start date, frequency, and end date (if applicable)
Assign team members and enter job description
Inside LANA -
Navigate to the New Recurring Job Pipeline - All new recurring jobs will display here
Select the opportunity card
Navigate to 'SImpro Recurring Jobs' section
Confirm details have syncd correctly
Opportunity enters workflow:
30 Days before an internal notification goes out
And 5 Days before an internal notification goes out
Knowledge Base
To request this feature to be enabled in your account - please fill in this form
View the full article here
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software