This is a reference to bulk importing Recurring Services into ServiceTrade.
Before you get started on completing your Recurring Services Template import template, you should:
- Familiarize yourself with the concept of Recurring Services in ServiceTrade.
- Review the general information on bulk importing.
Note: It is important to test your bulk Imports. All of our customers should have a Demo ServiceTrade Account. Use your Demo Account to test the import first, to avoid duplication or creating errors in your Production Account. It is not possible to delete in bulk in ServiceTrade.
If you do not know what your Demo Account credentials are, please reach out to Customer Support.
How to Download the Recurring Services Import Template
The image below will show you how to download the Recurring Services Import Template.
Recurring Services Import Template Field Definitions
Below is a list of the Field Names and Definitions used in the Recurring Services Import Template.
The abbreviation of the Service Line for this Service.
A good place to see all of the available Service Line abbreviations is on the bottom right of the My Account page in ServiceTrade.
The description of the work to be done.
Note: Service Descriptions are visible to Technicians, office staff, and customers.
The date that the first instance of this Service will be due.
Is the time that either the customer or the office prefers that Appointments for this service be Scheduled.
Format: Must be in military time format (e.g. "13:00" for 1:00 pm) Only 15-minute increments of time are supported
(13:15, 13:30, 13:45)
Is the Tech or Techs that will automatically be assigned to the Appointments for this Service.
Format: Must be a comma-separated list of active usernames.
The estimated price in USD that the Customer will pay for this Service.
Format: Must be formatted 0.00 with no commas.
The estimated time that the Service will take to complete.
Format: Must be formatted 0.00 in quarter-hour increments.
The exact name of the Location to which this Service will be assigned.
The asset ID that you wish to associate this Service with.
The contract ID of the contract you want to be associated with this service.
This is the frequency in which you want this Service to repeat. Used in combination with interval to create any variation of schedule recurrence.
Format: Must be:
Is the multiplier that applies to the frequency. Used in combination with frequency to get any variation of schedule recurrence.
Format: Must be a whole number and greater than 0.
The size of the due window.
Format: Must be:
Example: Entering "month" indicates that the service due window is the whole month and that scheduling the service anytime during the month is acceptable.
Indicates if you want the Service to repeat only on weekdays.
The name of an existing service template that you wish to use for this service.
Note: If you use this field to apply a Service Template, then only the location_id, asset_id, service_start_date, window_size, and template_name fields should be filled out, along with any external IDs if applicable.
Service Templates are not the same thing as Recurring Services Import Template CSV files.
How to Use Frequency and Interval
Frequency and Interval are required fields and are used in conjunction to create any variation of schedule recurrence.
Frequency is a set frequency of schedule (daily, weekly, monthly, quarterly, semiannually, or yearly) and Interval is the multiplier that applies to the frequency. Interval must be a whole integer greater than 0.
Frequency x Interval = Schedule Recurrence
- monthly x 4 = every 4 months
- yearly x 5 = every 5 years
This chart below breaks down what you should enter for frequency and interval for common Schedule Recurrences.